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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

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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.

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‘Probability of Success’ Doesn’t Mean What Your Clients Think It Means → New Income Lab Integrations Announcement - TD Ameritrade, Charles Schwab, and Fidelity (powered by BridgeFT) → Social Security Masterclass Series: Navigating SS planning with spousal, divorce & survivor benefits → The Kitces Latest in Financial Advisor Tech Highlights Income Lab (December 2022) →

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