Most of my clients are retired or close to it. I like the distribution-focused analysis followed by the balance sheet aspects of Life Hub

We use IncomeLab for our Roth conversion analysis and also for our dynamic retirement planning for our clients. Easy, clear presentation of facts that our clients appreciate.

I use Income Lab for retirement income planning, and it does a phenomenal job visualizing spending capabilities through dynamic guardrails, reducing client confusion. I appreciate that the program is continuing to innovate, which gives me confidence for future use. I find Income Lab easy to use, with a short learning curve that makes it simple to onboard clients and generate understandable outputs. The software is natively intuitive, making it very easy to start linking accounts and move through processes straightforwardly.