Articles from Income Laboratory, Inc.
Income Laboratory, Inc. (Income Lab), the award-winning provider of dynamic, tax-smart retirement planning software, today announced a partnership with Cetera Financial Group ("Cetera"), the premier financial advisor Wealth Hub. Through this partnership, Income Lab’s modern, dynamic retirement income and planning tools, empowering advisors to deliver smarter retirement planning at scale, will be offered to approximately 12,000 financial advisors and institutions in the Cetera network.
By Income Laboratory, Inc. · Via Business Wire · December 15, 2025
Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a strategic partnership with Independent Advisor Alliance (IAA), one of the nation’s leading hybrid RIAs. This collaboration brings Income Lab’s dynamic retirement planning platform to IAA’s network of over 142 partner firms, offering powerful tools to support personalized retirement planning at scale.
By Income Laboratory, Inc. · Via Business Wire · August 7, 2025
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 integration allows advisors using Income Lab to seamlessly access their client information from Schwab Advisor Center® via a new real-time API connection. Advisors can easily access client profiles and account details from within Income Lab to build retirement plans quickly and keep them up to date.
By Income Laboratory, Inc. · Via Business Wire · April 21, 2025

Income Laboratory, Inc. (Income Lab), maker of award-winning retirement income planning software, today announced the launch of its cutting-edge annuity modeling, comparison, and stress testing capabilities. Advisors can now incorporate annuities into retirement income plans and give clients a comprehensive view of how lifetime income can affect their financial lives. This new offering is designed to provide financial advisors with advanced tools to clearly illustrate how annuities work, to compare annuity options, and to evaluate how annuities affect how much clients can spend in retirement and the security of that spending.
By Income Laboratory, Inc. · Via Business Wire · September 16, 2024

Income Laboratory, Inc. (Income Lab), maker of award-winning retirement income planning software, today announced the launch of Life Hub, as a stand-alone app for financial advisors and their clients. Life Hub is a financial planning tool that helps advisors take their clients to and through retirement in a clear and interactive way. The announcement comes on the heels of Income Lab’s recent brand refresh and aligns with their mission of revolutionizing how people navigate retirement so they can live with confidence. The goal of this launch is to make planning clearer and more accessible, not only for advisors but more importantly for the clients they serve.
By Income Laboratory, Inc. · Via Business Wire · January 23, 2024