Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a new upgraded integration between Income Lab and Schwab Advisor Services. The new ...

DENVER--(BUSINESS WIRE)--Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a strategic partnership with Independent Advisor Alliance (IAA), one ...

In what's been a busy week for the wealth tech space, retirement planning fintechIncome Lab and business owner engagement platform RISR announced new integration partnerships, while marketing tech ...

With Social Security, investment income, RMDs, annuities and pensions, it can be hard to keep track of money coming and going You need some kind of visualization for retirement spending that ties all ...

How do you do your taxes? Do you or your accountant use tax preparation software? Most people do. Only 10% of taxpayers don’t, according to the national taxpayer advocate’s recent report to Congress.

Partnership offers comprehensive end-to-end benefit administration solutions to pension plans across the public and private sectors. GREENWICH, CT, UNITED STATES ...

I've worked in the financial services business for my entire career, during which I've received two patents and brought product innovations to market. Over the past two decades, most of my focus has ...

So you’re thinking about retiring, and you’re trying to figure out how it’s all going to work. You imagine you’ll stop working at 64 or 65, and then take Social Security at either 65 or 67—or maybe ...