Articles from Income Lab

New capability identifies which accounts and holdings to draw from, calculates withholding and estimated tax payments, and evaluates the impact on a client's existing plan, taxes and Medicare premiums

Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced the launch of an innovative suite of AI tools designed to radically change how financial advisors build and update financial plans, simplify client interactions, and deliver smarter, more dynamic retirement plans.

Income Lab, the #1-rated retirement income planning software two years in a row, today announced the launch of a revolutionary Social Security Optimization tool, giving financial advisors a smarter, more personalized way to model Social Security strategies and help clients answer one of the most emotionally and financially important questions in retirement: “When should I take Social Security and what if I want to retire earlier?”