Income Lab

The T3 | Inside Information Advisor Tech Survey results are in and Income Lab was ranked a Software All-Star and the #1 Retirement Distribution Planning Tool! Ready to see why Income Lab was rated #1 by advisors? Schedule a Demo today: bit.ly/3Ht0tpI #incomelab

Lab Talk Tuesday is just 2️⃣weeks away! Join Justin and Derek for a lively session where they'll dive into your questions, showcase new features, explore real-world modeling examples, and more. Check your email for registration details!

Lab Talk Tuesday is just 2️⃣weeks away! Join Justin and Derek for a lively session where they'll dive into your questions, showcase new features, explore real-world modeling examples, and more. Check your email for registration details!

Helping clients feel confident about retirement just got easier. Income Lab is the go-to solution for advisors who want to raise the bar on their retirement planning. Curious what the hype is about? Book a demo to learn how our software can work for you! bit.ly/3Rjr25G

Your clients deserve a plan they understand and feel confident in. Elevate your retirement planning experience with Life Hub by Income Lab - try it FREE for 14 days! bit.ly/47QHjEO

Tax strategy shouldn’t live in a spreadsheet. With Tax Lab, you can compare Roth conversions, withdrawal sequences, and Medicare/IRMAA impacts in real dollars—so you can show clients what changes, why it matters, and what to do next. Schedule a demo: bit.ly/4aSdZTL

Income Lab’s Social Security Optimizer is built around powerful, real-time visual tools that transform calculations into clear, interactive insights - an intuitive interface that simplifies even the most complex Social Security concepts. Schedule a demo: bit.ly/45EM6f4

Hey, Income Lab users! Our next Lab Talk Tuesday is coming up next week. Have you: ▶️ Registered? ▶️ Submitted your questions? We can’t wait to see you there!

Markets may fluctuate, but client confidence doesn’t have to. Advisors using Income Lab share how our software helps them navigate volatility while giving clients peace of mind with sound, stress-tested plans. Ready to elevate your retirement planning? bit.ly/42OjsWB

Our first Lab Talk Tuesday of the year is just 2️⃣weeks away! Join Justin and Derek for an exciting session where they'll dive into your questions, showcase new features, explore real-world modeling examples, and more. Check your email for registration details!

Helping clients feel confident about retirement just got easier. Income Lab is the go-to solution for advisors who want to raise the bar on their retirement planning. Sign up today for only $20 for the first 30 days: bit.ly/4p3DYvU

With Income Lab, you can model annuities realistically, showing how income streams and balances impact what clients can spend and how their guardrails adjust over time. Want to learn more? Schedule a demo: bit.ly/43P9NQt

Take the guesswork out of Social Security planning with Income Lab’s Social Security Optimizer. Easily compare claiming strategies, accounting for longevity and mortality risks, potential benefit cuts, and key trade-offs. Book a demo today: bit.ly/45EM6f4

LifeHub turns a complex retirement plan into one clear picture clients actually understand. Show expenses, income sources, assets, and “what if” scenarios in one dynamic view—so every conversation moves faster from confusion to clarity. Schedule a demo: bit.ly/4a3rJuq

Lab Talk Tuesday is tomorrow! Don’t miss Derek Tharp and Justin Fitzpatrick as they share the latest from Income Lab. Check your email for registration details.

Happy #FeatureFriday! Go beyond a single score—show clients how likely spending changes are, how big they could be, and how long they might last. Income Lab turns uncertainty into clarity and confidence. See it in action: bit.ly/4iUJmxm

Instead of waiting for surprises at tax time, Tax Lab lets you plan ahead—modeling scenarios, identifying tax-efficient moves, and showing clients how every decision affects their retirement paycheck. Schedule a demo: bit.ly/4lir2Qp

Hey, Income Lab users! Our next Lab Talk Tuesday is coming up next week. Have you: ▶️ Registered? ▶️ Submitted your questions? We can’t wait to see you there!

✨ Income Lab's AI Assistant works alongside you to provide real-time explanations, calculations, and insights. No more searching through notes, manuals, or support documents—just type your question and get the answer instantly. Schedule a demo: bit.ly/4iFc0DS

Helping clients feel confident about retirement just got easier. Income Lab is the go-to solution for advisors who want to raise the bar on their retirement planning. Sign up today for only $20 for the first 30 days: bit.ly/4p3DYvU

Want to see how different annuities stack up? Income Lab’s annuity planning features make it easy to compare options head-to-head and see which strategy best supports your clients’ retirement income, no guesswork needed. Discover more by booking a demo: bit.ly/3IdPvI9