Research Center
Guides, strategies, and analysis for retirement planning professionals
How Much Does Having The ‘Right’ Capital Market Assumptions Matter In Retirement Planning?
EXECUTIVE SUMMARY “How much can I spend in retirement?” is perhaps the most fundamental question a client brings to their...
Advisor and Practice Management Efficiency Workshop
Best Practices in Presenting Retirement Income Plans
Next Level Tax Planning to Differentiate Your Firm
A Tale of Two Bear Markets
Financial Advisors Guide to Life-Cycle Financial Planning
This article will introduce the life-cycle approach to financial planning, showing how it can be personalized to align with clients'...
Annuities in Retirement Planning
Income Lab Launches Innovative Annuity Features to Enhance Retirement Planning
These interactive annuity tools help clients thoroughly evaluate and understand how annuities work, empowering them to make more informed decisions....
Assessing Both Longevity AND Mortality Risk For More Effective Retirement Plans
EXECUTIVE SUMMARY A common concern many individuals have when contemplating retirement spending is that they may live longer than expected...
Planning for a Long Life Can be Dangerous
Income Lab Appoints Michael Kothakota, Ph.D. of WolfBridge Wealth to its Board of Advisors
We are thrilled to welcome the newest addition to the Board of Advisors, Michael Kothakota, Ph.D. of WolfBridge Wealth. As...
Income Lab Featured Integration: Redtail Technology
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