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Popular Articles
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...
How Social Security Benefits are Adjusted for Earned Income Before FRA
Social Security retirement benefits are for those who are retired. In recognition...
Social Security Optimizer User Guide
Overview Quickly and easily determine the most optimal Social Security claiming s...
Income Lab 101 - New User Webinar
 Watch the previous new user webinar session:   👉 Register for the next new us...
What is the difference between real and nominal?
In most parts of the Income Lab application, you can choose to view information i...
Adding a Household
Introduction There are multiple ways to set up new households in the Income Lab s...
AI Features in Income Lab
Video: AI Plan Builder Tutorial  Video Transcript: AI Plan Builder Tutorial Welc...
Integrations Overview
Available Integrations The following platforms are available for integrations wit...
Client Intake Form
The client intake form is a simple document to share with clients so they can inp...
What is 'Opportunity Cost' for Social Security?
When the Social Security Optimizer talks about Opportunity Cost, it’s really answ...