XYPN Adds Income Lab as a Member Benefit

5 days ago

1 min read

XYPN. (2026, September 29). XYPN adds Income Lab as a member benefit, expanding access to a leading financial planning platform. GlobeNewswire. https://www.globenewswire.com/news-release/2026/09/30/3371471/0/en/xypn-adds-income-lab-as-a-member-benefit-expanding-access-to-a-leading-financial-planning-platform.html

XYPN announced a partnership with Income Lab, a financial planning platform known for its retirement income planning capabilities, making Income Lab available as a member benefit through the XYPN Partner Program.
Income Lab has ranked among XYPN's five most-requested member benefits for three consecutive years and reached the top position in 2026, with more than 300 XYPN members already using the platform.
The platform covers retirement income projections, tax-aware withdrawal strategies, Roth conversion planning, Social Security optimization, and Medicare and IRMAA planning.
Income Lab's methodology focuses on spending power and potential adjustments over time, moving advisors beyond traditional probability-of-success discussions toward a more practical framework for guiding client decisions.
The company is expanding beyond its retirement planning roots with new planning capabilities, productivity enhancements, and AI-driven functionality across the financial planning process.
Income Lab has won the XYPN AdviceTech Competition twice, earned a 9.0 satisfaction rating in the 2023 and 2025 Kitces AdvisorTech studies, and was named the top-rated retirement distribution planning software in the T3 Software Survey in 2024, 2025, and 2026.
The partnership officially launched September 29, 2026.

Knote: The fact that XYPN, a network known for attracting younger advisors, is fielding a retirement income distribution tool is all you need to know about the importance of distribution planning.