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software
Income Lab
1 creator use or recommend it
1 use
1 mention
Last discussed Sep 29, 2026
A retirement income planning software tool focused on distribution phase planning, cash flow modeling, and dynamic withdrawal strategies.
Recently discussed in
Ep 509: Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To ...
Dana Anspach · Sep 29, 2026
Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsou...
Ryan Townsley · Jul 21, 2026
What creators say
RT
Ryan Townsley
uses
Used for: Building year-by-year cash flow projections for retirement distribution planning, front-loading spending in early retirement years, feeding cash flow data into time-segmented portfolio construction
Praised: Unique in the market for retirement distribution planning, generates precise ...
vs: No direct alternative mentioned; Ryan says 'I don't think there's anything el...
"We use Income Lab. Income Lab is a great tool for retirement distribution phases. It's unique — I don't think there's anything else like it. We've been using it for four to five years, so I would call us a power user at this point. We take the act..."
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DA
Dana Anspach
mentioned
Praised: Dana calls it 'fantastic' as a general tool
vs: Evaluated as potential replacement for Sensible Money's custom tool; rejected...
"More recently we've gone back out and looked at tools like RightCapital and Income Lab — Larry Kotlikoff's software — which I think all of them are fantastic, but in terms of the way we want to see and present the information and the way we want t..."
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