Back to Resources

Financial Advisor magazine highlights Income Lab’s retirement stress test. “Income Lab, a retirement income management software firm, has released a tool to help advisors illustrate to clients the resiliency of their retirement plans against the worst financial disasters in history.”

The Retirement Stress Test shows clients how a crisis will impact a person’s day-to-day life and what spending adjustments they will have to make to guarantee the life of the retirement plan, according to Justin Fitzpatrick, CIO at Golden, Colo.

View 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

The Kitces Latest in Financial Advisor Tech Highlights Income Lab (December 2022) → Income Lab Launches AI Scribe to Turn Client Conversations into Retirement Plans → 2X WINNER, INCOME LAB “NAMED BEST IN SHOW” AT THE XYPN LIVE ADVISOR TECH EXPO → Reducing Retirement Risk By Managing Communication Outrage →

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