Navigate Clients Through Retirement with Confidence

Schedule a Demo
  • Proven features

    Your GPS to Retirement Planning

    Retirement GPS

    Say hello to the way retirement income planning should be. Get turn-by-turn directions as you help clients navigate their way through retirement.

    Learn more about Retirement GPS
    retirement-planning-slide
  • Proven features

    The Interactive One-Page Plan

    Life Hub

    This award-winning interactive view is where all of life's events come together.

    Learn more about Life Hub
    life-hub-slide
  • Proven features

    Tax-Smart Distribution Planning

    Tax Lab

    We make tax planning easy. Tax Lab helps you quickly evaluate robust tax strategies in a clear and understandable way, helping you provide valuable advice on portfolio distributions and Roth conversions, down to the account level.

    Learn more about Tax Lab
    tax-lab-slide
  • Proven features

    Increase Clients' Confidence, Not Their Anxiety

    Retirement Stress Test

    Retirement isn’t pass/fail. With Income Lab's Retirement Stress Test you can see how a plan would navigate some of the most difficult and iconic periods in history.

    Learn more about the Retirement Stress Test
    stress-test-slide

Top Rated by Advisors

Highest advisor value and satisfaction

- Kitces.com 2023 AdvisorTech Report

Highest-Rated Retirement Distribution Planning Tool

- 2023 T3/Inside Information Advisor Software Survey

Best in Show 2022 & 2023

- XYPNLive AdvisorTech Expo

Integrations make it easy

OUR MISSION

Revolutionize how people navigate retirement so they can live with confidence.

Testimonials

See what advisors are saying about Income Lab

Schedule a Demo