Back to Resources

Income Lab Launches Retirement Stress Test As A Monte Carlo Alternative

“Retirement income planning platform Income Lab has released a new ‘Retirement Stress Test’ feature allowing clients to see how their retirement plans would have fared during various historical worst-case scenarios, continuing the platform’s push to move retirement conversations beyond abstract Monte-Carlo-style probability-of-success numbers”
– Michael Kitces

Read full article >>

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

Streamline retirement income management with Altruist + Income Lab → How Different Monte Carlo Models Perform In The Real World: Assessing Quality Of Predictiveness In Retirement Income Forecasting Models → Income Lab: Retirement Planning Just Got Faster and Easier for Advisors Who Custody With Schwab Advisor Services™ → Planning for a Long Life Can Be Dangerous →

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