Advisor Tax Planning Software · Vendor file
Income Lab
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Retirement income platform with structured tax-planning tools for distribution and income strategy
Active · verified September 2026
Categories Income Lab serves
The B4 Index places Income Lab in one category. Each category page lays out the build-versus-buy considerations for that decision.
Advisor Tax Planning Software Core $1,990/yr; Pro $2,990/yr
The B4 Index scores every software category on two axes, strategic differentiation and AI feasibility, to
classify it Build, Buy, Bridge, or Beware. Vendor facts here are independent of that call. See the full
methodology.