TITAN is a groundbreaking financial-planning application that focuses on retirement decumulation strategies that can minimize the impact of taxes and Medicare IRMAA surcharges. The CPA-approved approach prioritizes product withdrawals based on their capacity to reduce tax exposure from investment income. The tool also allows users to run unlimited what-if scenarios to generate the optimal, personalized, long-term investment solutions to maintain financial stability through retirement.

Key Features

Comprehensive income planning capabilities
Actuarial longevity incorporated
Social Security claiming-age control
Start and stop dates for withdrawals and other user controls

Shows the Projected Value of:

  • Converting from traditional 401(k) to Roth 401(k)
  • Incorporating HSAs (if applicable)
  • Including tax-advantaged insurance and annuities
  • Delaying retirement and Social Security claiming age