Research Center
Guides, strategies, and analysis for retirement planning professionals
Introducing Income Lab Academy: Hands-On Training to Elevate Your Practice
At Income Lab, we’re always looking for ways to better support our growing community of users. That’s why we’re thrilled...
What if your capital market assumptions are wrong?
How to Conduct a Year-End Financial Planning Meeting with Clients: A Step-by-Step Checklist for Financial Advisors
As the calendar year draws to a close, year-end financial planning becomes important for both advisors and their clients. These...
How to Build the Perfect One-Page Financial Plan
The world is moving at a faster pace than ever before. For financial advisors, this means you’re constantly challenged to...
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....
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