Income Lab's Justin Fitzpatrick and Derek Tharp answer crucial questions from users about retirement planning and how...

Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are...

September CFP CE Webinar: "The Retirement Distribution Hatchet" hosted by Justin Fitzpatrick, PhD, CFA, CFP® and Derek...

In this webinar we run through a typical workflow for building, evaluating, and implementing an Income Lab dynamic...

Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are...

Life Hub ties these together truly dynamic income planning and tax-smart distribution planning by allowing advisors...

Every retirement income plan carries some level of risk - that is, some chance that a downward adjustment will be...

The state where you retire can have a big impact on your standard of living in retirement. But understanding that...

Research into dynamic retirement income planning has often focused on setting “guardrails” based on portfolio...

Because of the complexity of retirement income plans and Federal and state tax codes, "tax-smart" distribution...

Research on "sustainable withdrawal rates" might lead us to believe that the historical periods that supported low...