How do I explain guardrails to a client?
What is the retirement paycheck?
How to model Roth Conversions?
What if Social Security Benefits get cut?
What if one of us dies early?
How to build a Household?
How to Track and Monitor Plans
How to use the social security optimizer?
How can we help you today?
Search guides, features, or ask our AI assistant for instant help.
Start Here
Onboarding
New to Income Lab? Start here.
Schedule a Training
Prefer guided help? Book a session.
Popular Articles
security
How are a Plan's Guardrails and Spending Capacity Calculated?
 At its core, a retirement income plan made and managed in Income Lab answers th...
reductionsHow Social Security Benefits are Adjusted for Earned Income Before FRA
Social Security retirement benefits are for those who are retired. In recognition...
benefits calculatorSocial Security Optimizer User Guide
Overview Quickly and easily determine the most optimal Social Security claiming s...
beginner seminarIncome Lab 101 - New User Webinar
 Watch the previous new user webinar session:   👉 Register for the next new us...
income thresholdWhat is the difference between real and nominal?
In most parts of the Income Lab application, you can choose to view information i...
including familyAdding a Household
Introduction There are multiple ways to set up new households in the Income Lab s...
Help Topics
Set Up Your Account
Become an Expert
Didn't find what you need?
Ask our AI assistant or contact support.
Contact Us