G2

Russ T.

Retirement Planning for Women

Small-Business (50 or fewer emp.)

8/12/2026

"Income Lab Makes Retirement Spending Plans Clear and Easy to Understand"

5/5

What do you like best about Income Lab?

Income Lab is intuitive to use and provides a clear presentation of a client's retirement income plan in dollars, versus many of the financial planning and retirement planning tools available to financial advisors that simply present a Monte Carlo score or a probability of success result. The upsides of using Income Lab are that clients have a much clearer understanding of what they can afford to spend in retirement and what might change their spending and to what extent Review collected by and hosted on G2.com.

What do you dislike about Income Lab?

I can't really think of anything that I dislike or find unhelpful in using Income Lab Review collected by and hosted on G2.com.

What problems is Income Lab solving and how is that benefiting you?

Income Lab solves a need to calculate and present to a client what they can comfortably and confidently afford to spend as they transition to or live in their retirement years. It does this clearly and puts it in simple terms that clients can easily grasp and understand with its guardrails methodology Review collected by and hosted on G2.com.