We’re proud to share that Income Lab has been recognized as the #1 Retirement Distribution Tool and a Software All-Star in the T3 | Inside Information Advisor Technology Survey for the past two years. The 2026 Survey is open, and we’d love your support again!
🗳️ Cast your Vote for Income Lab
This year, we expanded our retirement planning tools with the launch of:
The Social Security Optimizer helps clients understand the impact of when they claim and why it matters. Delivering smarter, personalized claiming advice.
A suite of AI tools that turn client documents, meeting notes, and even note-taking tool transcripts into ready-to-review plans.
If Income Lab has helped you plan with more clarity and confidence, please take a few minutes to complete the 2026 T3 | Inside Information Advisor Technology Survey and cast your vote for Income Lab in:
Retirement Distribution
Social Security
Financial Planning
Thank you for taking a moment to share your opinion. Your feedback drives industry innovation and better client outcomes.