What It Helps You Do:
Compare
Compare strategies side-by-side using data-driven projections for common account types including IRAs, 401(k)s, Roths, brokerage accounts, life insurance, annuities, and real estate.
Visualize
Visualize IRMAA surcharges and marginal tax effects based on up-to-date Medicare brackets and federal tax laws.
Model
Model the tax and healthcare implications of retirement income strategies—such as Roth conversions, Social Security timing, or asset drawdown sequences.
Built for Real Conversations.
Transcend MAP equips you to show clients how their retirement decisions affect more than just investment returns. With a focus on after-tax income and healthcare-related costs, it helps advisors guide clients toward smarter, more informed choices.