Income Lab
About the Business
Income Lab is a finance institution located at 1301 Arapahoe Street in Golden, Colorado, United States. We specialize in helping clients navigate their way through retirement with confidence. Our Tax Lab feature makes tax planning easy by evaluating robust tax strategies in a clear and understandable way, allowing for valuable advice on portfolio distributions and Roth conversions at the account level.
Retirement isn't a pass/fail situation, which is why our Retirement Stress Test allows you to see how a plan would fare during some of history's most difficult periods. Income Lab's Retirement Distribution Planning Tool is highly rated, providing unique insights that can be implemented with clients in a scalable manner.
Our clients have praised Income Lab for aligning their finances with their retirement decisions, providing a life of financial freedom from stress and worry. Our sophisticated retirement income solution helps advisors make better, more informed decisions about retirement distribution sufficiency while maximizing after-tax retirement income for clients. Join us at Income Lab and revolutionize the way you approach retirement income planning.
Photos
Location & Phone number
1301 Arapahoe St #105, Golden, CO 80401, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"As my practice has matured, more clients have transitioned into retired. Although they have an adequate amount of assets, we still need to know how much is reasonable to spend. It's a different software from wealth accumulation software. Income Lab is perfect for the simple client question "How much can I spend?" Also, I see this permitting clients to live a much fuller life while they are healthy and active - no regrets about accumulating too much wealth."
"While this may sound trite, it really is true. Income Lab has been a game-changer in my practice. While my traditional financial planning software is perfect for providing the 35,000-foot view of my clients' retirement goals, it does not provide us with the year-by-year adjustments that are essential to making it all the way through retirement. Income Lab gives me the tools that I need to develop meaningful, tax-efficient retirement income plans for my clients. It is the number one piece of technology in my tech stack. My only question is, where have you been all of my retirement income planning career? Regardless, it is in my toolbox now. It should be in yours too."
"The company I work for uses Income Lab. We use it for building out tax plans for clients, and it is a great software! The best part is the ability to work with Ben, who is very knowledgeable and helps us work through some nuances of the software whenever we have questions. They are building out the software continuously and it keeps improving."
"Income lab has been a game changer for our practice. Being able to demonstrate the effects of tax planning is crucial in the decision-making process. This has added so much more value to our client relationship and to the tax planning process. The entire team income lab is so helpful. I would highly recommend it to anyone wanting to go to the next level."
"The Income Lab product has helped me confidently model our upcoming retirement plan. It has been especially helpful with tax reduction tactics in retirement! The LifeHub and other visualizations, including year-by-year flows, are something I could not get from financial planners because they want yearly payouts."
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