We're happy to announce that Income Lab now offers new integrations and enhancements for improved annuity modeling.
New and powerful annuity modeling options!
Model a "growth annuity" or any annuity distribution strategy from a VA or FIA without having to use a living benefit.
Model Roth conversions within an annuity, including the option to withhold taxes from the conversion(s).
New integrations!
We have a new and improved integration to Charles Schwab that offers full household import capabilities, access to real-time data, and 'instant' integration set-up. This integration will replace our older Charles Schwab integration (through BridgeFT) in early 2025.
And we've added an integration with fpPathfinder to give you easy access to relevant fpPathfinder guides from anywhere in Income Lab.