Advanced Settings

  Video: Advanced Settings Tutorial Video Transcript  welcome this video will walk you through 0:03 the advanced settings of your income lab 0:06 household from your income plan 0:08 dashboard to get to the advanced 0:10 settings click the three dot icon in the 0:12 top right of your screen and then click 0:14 advanced 0:16 settings here you'll have...

Distribution Settings Tutorial

Investment accounts in Income Lab plans can have specified distribution plans applied to them. This gives an advisor pinpoint planning capabilities, including the ability to have certain accounts distribute before others. However, keep in mind that the software will follow specified distribution plans only if these plans can be followed. Many factor...

How to use “How can I spend $X net of tax?" Income Settings

The Income Lab app can be used in two different ways to produce a retirement income plan: “How much can I spend?” The default way to use the app. Shows how much a household can afford to spend gross-of-tax and allows exploration of a range of spending levels and adjustment plans/guardrails. “How can I spend $X net of tax?” Solves for income risk and...

Set Custom Returns and Allocations

Ever wanted to set the overall return assumptions for a plan without messing with assumptions for each asset class? Now you can! Go to the Plan Analysis section of Advanced Plan Settings, choose "Custom" under Method, and set overall return and inflation assumptions. Quick and easy! Watch the tutorial to learn more. Video: Custom Returns and Allocat...