LifeYield's Tax-Smart Software

It's not what you earn, but what you keep.

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Coordinated Account and Income Management. By managing taxable and tax-advantaged accounts in a coordinated and tax-optimal way, advisors can deliver better results during accumulation, in transition, and throughout retirement. Software from LifeYield helps you achieve these better results for clients and makes it easy to show them why you should be managing more of their assets.
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LifeYield Releases Easy-to-Use LifeYield Social Security Optimizer™
July 14, 2014 | More »

Financial Industry Veteran, J.C. Massar, joins LifeYield Advisory Board
May 19, 2014 | More »

LifeYield Featured in Marketwatch Article
October 7, 2013 | More »