Research Center

Guides, strategies, and analysis for retirement planning professionals

All Retirement Income Tax Planning Social Security Comparisons Webinars Product Updates Press
Category Title Type Date Time to Read
Education

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,...

Guide
Nov 17
1 min
Guide · Nov 17 · 1 min
Education

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...

Guide
Oct 19
5 min
Guide · Oct 19 · 5 min
Education

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...

Guide
Oct 12
1 min
Guide · Oct 12 · 1 min
Education

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...

Guide
Oct 7
4 min
Guide · Oct 7 · 4 min
Product Updates

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...

Product Update
Aug 3
2 min
Product Update · Aug 3 · 2 min
Education

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...

Guide
Apr 28
5 min
Guide · Apr 28 · 5 min
Education

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...

Guide
Apr 13
4 min
Guide · Apr 13 · 4 min
Education

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...

Guide
Apr 7
3 min
Guide · Apr 7 · 3 min
Product Updates

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...

Product Update
Apr 5
2 min
Product Update · Apr 5 · 2 min
Product Updates

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...

Product Update
Feb 24
4 min
Product Update · Feb 24 · 4 min
Education

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...

Guide
Feb 3
4 min
Guide · Feb 3 · 4 min
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