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.