Location
When your clients reach retirement, will they know what today's decisions cost them in taxes?
That's the conversation Location is built for. Inside the Asset-Map Platform™, it shows clients not just what they hold, but how those holdings will be taxed the moment they start spending them, so a future tax problem becomes something you can point to, discuss, and start solving together today.
That's the conversation Location is built for. Inside the Asset-Map Platform™, it shows clients not just what they hold, but how those holdings will be taxed the moment they start spending them, so a future tax problem becomes something you can point to, discuss, and start solving together today.
Sell the Problem Before It's a Problem
The right time to raise tax location isn't someday. It's the moment clients start taking distributions. Right inside the Asset-Map Report® you already use in meetings, the Location applet shows how clients’ assets break down by tax treatment. It's often the first signal that something's off, presenting you with a natural, low-pressure way to open a conversation clients don't know they need to have.
See Exactly Which Instruments Are Exposed
The dedicated Location view reveals the individual instruments behind clients’ current tax positions, not just a summary number. That's where you go from naming the problem to educating them on it. From there, the conversation is theirs to shape — Roth conversions, HSA funding, municipal bond allocation, or repositioning idle cash value. Location surfaces the choice. You and your clients decide how to solve it.