Great news: June data and plan updates are complete!
Income Lab is committed to keeping your plans current and up-to-date. At the beginning of every month, Income Lab updates all data used in our software and automatically updates all of your Tracked & Monitored plans. That means these plans are never stale and you are working with the latest data and assumptions.
With this latest update:
Default capital market assumptions have been updated.
Tracked & Monitored Plans have updated values (account balances, longevity and plan length, inflation/purchasing power, guardrails, etc.) and plans have been checked for adjustments (guardrails, inflation adjustments).
Economic context variables used in Historical Analysis have been updated to reflect data through the end of May 2026.
Retirement Stress Test examples and Historical Analysis graphs now include one more month of history.
Please to check whether any of your Tracked & Monitored Plans are calling for adjustments.
Great news: May data and plan updates are complete!
Income Lab is committed to keeping your plans current and up-to-date. At the beginning of every month, Income Lab updates all data used in our software and automatically updates all of your Tracked & Monitored plans. That means these plans are never stale and you are working with the latest data and assumptions.
With this latest update:
Default capital market assumptions have been updated.
Tracked & Monitored Plans have updated values (account balances, longevity and plan length, inflation/purchasing power, guardrails, etc.) and plans have been checked for adjustments (guardrails, inflation adjustments).
Economic context variables used in Historical Analysis have been updated to reflect data through the end of April 2026.
Retirement Stress Test examples and Historical Analysis graphs now include one more month of history.
Please to check whether any of your Tracked & Monitored Plans are calling for adjustments.
✨ JUST ASK PENNY:
Upload and analyze 1040s
Summarize client tax situations and surface observations instantly
Explore marginal rates and Roth conversions interactively
Compare detailed strategies and see tax impacts to take long-term plans into today's actions
But it's not just tax! Penny gives you Medicare and ACA planning, IRMAA Appeals, estate optimization, and more!
Plus, gives you deep practice intelligence that lets you find insights and opportunities across your whole client base to deliver even more value to more people.
Join a Penny Training Webinar ↗
Great news: April data and plan updates are complete!
Income Lab is committed to keeping your plans current and up-to-date. At the beginning of every month, Income Lab updates all data used in our software and automatically updates all of your Tracked & Monitored plans. That means these plans are never stale and you are working with the latest data and assumptions.
With this latest update:
Default capital market assumptions have been updated.
Tracked & Monitored Plans have updated values (account balances, longevity and plan length, inflation/purchasing power, guardrails, etc.) and plans have been checked for adjustments (guardrails, inflation adjustments).
Economic context variables used in Historical Analysis have been updated to reflect data through the end of March 2026.
Retirement Stress Test examples and Historical Analysis graphs now include one more month of history.
Please to check whether any of your Tracked & Monitored Plans are calling for adjustments.
Plans That Stay Up to Date
Automatically keep client plans current, maintain compliance, and update key data!
Stay on top of every plan:
Instantly update client plans with the latest data
Ensure you stay in compliance - without manual work
Keep every household accurate and up to date so you can move faster
▶ Watch the AI Plan Updater Here
This is the last day to save $100 on your Income Lab Academy experience!
🎓Join us in Austin, TX on April 30, 2026
The University of Texas at Austin - Commons Conference Center
2901 Read Granberry Trail, Austin, TX 78758
Become an Income Lab power user at an exclusive one-day training event.
Register Here ↗
Join us for:
Expert-led sessions on mastering Income Lab's tools and features.
Hands-on workshops to build and optimize Income Lab plans.
Real-world case studies to master common client scenarios.
Networking opportunities with other Income Lab users.
Early Bird Special:
Register by March 19, 2026 to save $100.
Don’t miss this chance to transform your practice and take your skills to the next level.
Can't make this one? Learn More and join our Waitlist to be in the know of when and where the next training event will be.
Great news: March data and plan updates are complete!
Income Lab is committed to keeping your plans current and up-to-date. At the beginning of every month, Income Lab updates all data used in our software and automatically updates all of your Tracked & Monitored plans. That means these plans are never stale and you are working with the latest data and assumptions.
With this latest update:
Default capital market assumptions have been updated.
Tracked & Monitored Plans have updated values (account balances, longevity and plan length, inflation/purchasing power, guardrails, etc.) and plans have been checked for adjustments (guardrails, inflation adjustments).
Economic context variables used in Historical Analysis have been updated to reflect data through the end of February 2026.
Retirement Stress Test examples and Historical Analysis graphs now include one more month of history.
Please to check whether any of your Tracked & Monitored Plans are calling for adjustments.
Insights Dashboard:
Generate a one-page deliverable directly from the Insights Dashboard
Cash Flow:
View Cash Flow projections in a new annual format
Liability Inputs:
Add extra monthly principal payments to liabilities
Learn More ↗
Become an Income Lab power user at an exclusive one-day training event!
🎓Join us in Austin, TX on April 30, 2026
The University of Texas at Austin - Commons Conference Center
2901 Read Granberry Trail, Austin, TX 78758
Register Here ↗
Join us for:
Expert-led sessions on mastering Income Lab's tools and features.
Hands-on workshops to build and optimize Income Lab plans.
Real-world case studies to master common client scenarios.
Networking opportunities with other Income Lab users.
Early Bird Special:
Register by March 19, 2026 to save $100.
Don’t miss this chance to transform your practice and take your skills to the next level.
Can't make this one? Learn More and join our Waitlist to be in the know of when and where the next training event will be.
Want a faster way to see how a client’s plan is really doing?
The Insights Dashboard gives you a quick, at-a-glance view of how a client’s plan is doing - before retirement, on the way there, and all the way through it.
It surfaces the metrics that matter most, so you can easily check the pulse of a plan and see whether clients are truly on track for their retirement goals.
