Back to Resources

We are excited to officially announce our integration with Riskalyze! This will help advisors incorporate economic and market conditions, dynamic spending analysis, tax-smart distribution planning, and automated plan monitoring and management, to build better, dynamic retirement financial plans

View Press Release >>

Justin Fitzpatrick, PhD, CFA, CFP - President and Co-Founder of Income Lab
Justin Fitzpatrick, PhD, CFA, CFP

Justin Fitzpatrick is President and Co-Founder of Income Lab, retirement income planning software used by thousands of financial advisors. He developed the guardrails-based approach to retirement income distribution after a decade in financial services at Jackson and seven years in academia at MIT, Harvard, and UCLA. His research on adjustment-based planning has been published on Kitces.com, ThinkAdvisor, AdvisorPerspectives, and FinancialPlanning Magazine.

View all articles by Justin LinkedIn

Continue Reading

How Different Monte Carlo Models Perform In The Real World: Assessing Quality Of Predictiveness In Retirement Income Forecasting Models → How Stress Testing Retirement Plans Builds Client Confidence → How Much Does Having The ‘Right’ Capital Market Assumptions Matter In Retirement Planning? → The Kitces Latest in Financial Advisor Tech Highlights Income Lab (December 2022) →

Ready to see this in action?

Watch how Income Lab helps advisors answer clients' toughest retirement income questions with guardrails-based planning.

Book a Walkthrough Start Free Trial