Webinar Registration

Optimizing Retirement Income:
Modeling Tax-Efficient Decumulation and Social Security Strategies with Income Lab
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Wednesday, January, 28 • ET • 60 minutes
Justin Fitzpatrickq=
Justin Fitzpatrick
Co-founder | CIO Income Labs
Presenter Bio

What You'll Learn

As clients enter retirement, the sequence in which they draw income from qualified, nonqualified, and tax-advantaged accounts can significantly affect their long-term financial security. This advanced session demonstrates how to use Income Lab to design and evaluate some of the most tax-…

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