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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

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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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How Sequence-Of-Inflation Risk Impacts Retirees Beyond Just Sequences of Returns → How Stress Testing Retirement Plans Builds Client Confidence → Simplifying Retirement Income Planning Visualization Using The 'Spending Risk Curve' → Income Lab - Morningstar Investment Conference FinTech Expo 2023 →

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