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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
Product Updates

Streamline retirement income management with Altruist + Income Lab

Advisors, we are thrilled to share that the Altruist + Income Lab integration is now live. Retirement income planning and...

Product Update
Nov 29
2 min
Product Update · Nov 29 · 2 min
Product Updates

A Look Inside Our Brand Refresh Journey

Earlier this year our team sat down to refine our mission and vision for Income Lab. Helping retirees unlock their...

Product Update
Nov 28
2 min
Product Update · Nov 28 · 2 min
Product Updates

Income Lab Selects BridgeFT’s WealthTech API to Provide Access to Custodial Data

Income Lab Selects BridgeFT’s WealthTech API to Provide Access to Custodial DataThrough a Single Integration The integration allows Income Lab...

Product Update
Nov 14
3 min
Product Update · Nov 14 · 3 min
Webinars

Do financial plans underestimate inflation risk? How to handle sequence- of-inflation effects in planning

Webinar
Oct 26
1 min
Webinar · Oct 26 · 1 min
Webinars

What do stress tests say about the right way to adjust spending in retirement?

Webinar
Oct 11
1 min
Webinar · Oct 11 · 1 min
Education

How Sequence-Of-Inflation Risk Impacts Retirees Beyond Just Sequences of Returns

About 3 decades ago, a shift began in financial planning from modeling investment returns as constant, using straight-line appreciation and...

Guide
Sep 27
12 min
Guide · Sep 27 · 12 min
Product Updates

2X WINNER, INCOME LAB “NAMED BEST IN SHOW” AT THE XYPN LIVE ADVISOR TECH EXPO

Six emerging FinTech companies showcased the latest technology innovations in Financial Planning that will directly impact the delivery of financial...

Product Update
Sep 27
4 min
Product Update · Sep 27 · 4 min
Webinars

Growing your business with Income Lab

Webinar
Aug 24
1 min
Webinar · Aug 24 · 1 min
Education

Bob Veres of Inside Information covers Income Lab in the July edition of his newsletter, Inside Information

Bob Veres of Inside Information (https://bobveres.com) wrote about Income Lab in his July newsletter to his subscribers. Here’s what Bob...

Guide
Aug 22
10 min
Guide · Aug 22 · 10 min
Webinars

Retirement Income Intel Advisor Panel Discussion

Hear how a panel of your peers use Income Lab with their clients.Featuring Beth Ann Johnson, CEPA, Eric Rabbanian, CFP®,...

Webinar
Jul 26
1 min
Webinar · Jul 26 · 1 min
Webinars

How Accurate are Monte Carlo Forecasts in Retirement Income Planning

Income Lab’s Justin Fitzpatrick and Derek Tharp share research and insights on the accuracy of different Monte Carlo forecasts in...

Webinar
Jul 4
1 min
Webinar · Jul 4 · 1 min
Education

Income Lab – Morningstar Investment Conference FinTech Expo 2023

Justin Fitzpatrick, PhD, CFA, CFP® and Co-founder of Income Lab had the opportunity to present at Morningstar Investment Conference this...

Guide
Jun 14
1 min
Guide · Jun 14 · 1 min
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