A Unique Investment Strategy Designed Around Your Timeline
The Income Lab investment strategy is designed to help you to maintain your lifestyle, keep pace with inflation, and maximize growth for future income. It’s a unique approach that provides a structured yet flexible investment strategy, where every dollar is efficiently utilized for immediate needs, future security, and long-term growth.
The Investment Timeline
Under the Income Lab model, we make investments that cover you for immediate needs, mid-term stability, and long-term growth, ensuring a well-rounded financial strategy tailored to each phase of your life.
A Robust Investment Structure That Provides Stability
Retirement income planning and management is not a one-time, set-it-and-forget-it event. Change is the only constant, whether that’s changes in account balances, longevity expectations, inflation rates, life events, or goals and preferences. Frequent updates and reanalysis give retirees the best chances of seeing how the landscape is changing and what challenges are coming over the horizon. Whether it is adjusting spending or updating tax-smart distribution plans, retirees benefit from ongoing updates. Income Lab makes those updates easy and client-friendly.
Your GPS to Retirement Planning
Say hello to the way retirement income planning should be. Get turn-by-turn directions as we help our clients navigate their way through retirement.
The Interactive One-Page Plan
This award-winning interactive view is where all of life's events come together
Tax-Smart Distribution Planning
We make tax planning easy. Tax Lab helps us quickly evaluate robust tax strategies in a clear understandable way, helping you provide valuable advice on portfolio distribution and Roth conversions, down to the account level.
Income Lab Helps Increase Your Confidence, Not Your Anxiety
Retirement isn't pass/fail. With Income Lab's Retirement Stress Test you can see how your plan would navigate some of the most difficult and iconic periods in history.
Planning Your Future On a Solid Strategic Foundation
Our wealth distribution plan, tailored for retirees aged 60 and above, builds confidence through a strategy focused on income that keeps pace with inflation. This allows equities to mature over time and strategically allocates assets to generate income at specific times.