Research Center
Guides, strategies, and analysis for retirement planning professionals
Value-Ability Podcast with Danforth Fleak
Recently Danforth Fleak of the Value-Ability podcast interviewed our Income Lab co-founders, Johnny Poulsen and Justin Fitzpatrick. In this interview,...
Save on State Taxes by Splitting Retirement Income
Smart retirement planning includes taking advantage of a maze of complex – but ultimately favorable – state tax policies. Almost...
Annual Guide to State Taxes in Retirement
There is never a bad time to start planning for tax season, which is why now is a good time...
In Retirement, Your State Tax Bill Could be Zero
If you search for information on state personal income taxes, you’ll likely find a list that focuses on the highest...
Appointment of Derek Tharp to Board of Advisors
Denver, Colorado – August 3, 2020 – Income Lab announced today the appointment of Derek Tharp, Lead Researcher and Speaker...
A Stock Indicator that can Improve Retirement Income Decisions
In times of economic turmoil, it’s helpful to know that there is a long-term stock market indicator that can help...
How Do Black Swan Events Affect Retirement Income?
The term “Black Swan” has become a shorthand in finance for a large, sudden market drop.1 The dramatic stock market...
What do Unemployment Claims Mean for Retirement Income?
In the last two weeks, the U.S. Department of Labor has released the highest weekly initial unemployment claims numbers on...
Response and Insights to the COVID-19 Pandemic
Keeping with the spirit of unity, we will be publishing timely, relevant content to help financial advisors talk about the...
It’s Time to Retire Static Planning
The analytics behind today’s retirement plans focus on how things might work out if a given set of choices (investment...
Planning for a Long Life Can Be Dangerous
On the face of it, planning for a very long life – well beyond life expectancy – seems like a...
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