Income Lab
6.3#13 in retirement planning softwareFrom $80 a monthWeb
VisitIncome Lab vs MaxiFi
What both publish
| Fact | Income Lab | MaxiFi |
|---|---|---|
| Founded | 2018 | 1993 |
| Integrations | The pricing page names Schwab, Fidelity, Orion, Black Diamond, Redtail, Wealthbox, and Salesforce integrations, and Yodlee account aggregation in Pro. | The site describes plan sharing with a financial advisor who has a MaxiFi PRO subscription. |
| Purpose | Income Lab provides retirement income planning software for financial advisors. | MaxiFi creates a lifetime financial plan and calculates sustainable annual spending based on income, assets, taxes, Social Security, and other inputs. |
Income Lab plans
- Support Staff Seat$80 a month
- Core$199 a month
- Pro$299 a month
MaxiFi plans
- 14-Day TrialFree
- Unlocked$149 a year
Pick Income Lab if…
It suits financial advisors who need retirement income projections, tax and Social Security modeling, and scenario planning through a web platform. It is designed for organizations willing to use paid plans.
Pick MaxiFi if…
It suits people weighing financial choices across career, housing, and retirement stages. It may be useful to those who want to compare scenarios and project taxes, benefits, and spending.