Income Laboratory Partners with IAA on Personalized Retirement Planning

Income Laboratory, Inc. is forming a strategic partnership with Independent Advisor Alliance (IAA). This collaboration brings Income Lab’s retirement planning platform to IAA’s network of over 142 partner firms.

“At IAA, we’re dedicated to equipping advisors with the innovative technology and support they need to build stronger client relationships and grow their businesses with confidence,” said Lauren Grames, director of Advisor Technology. “Income Lab delivers powerful insights through an intuitive platform, enabling advisors to offer personalized, high-quality planning at scale. It meets advisors where they are and elevates the entire client experience.”

Advisors can take advantage of features like plan scenario comparisons, tax-smart withdrawal strategies, Roth conversion modeling, and Social Security optimization, all within an easy-to-use interface that enhances both the planning process and client experience.

“We’re excited to partner with IAA to bring next-generation retirement planning tools to their advisor network,” said Johnny Poulsen, CEO and co-founder of Income Lab. “We’re proud to support IAA’s growing advisor network and share in their commitment to delivering exceptional client experiences. Together, we’re equipping advisors with modern tools that elevate the planning experience and help them deliver greater value to the clients they serve.”