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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News & Events

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New Social Security Optimizer from Quicken and LifeYield Simplifies Retirement Planning
January 13, 2015 | More »

MoneyGuidePro and LifeYield Integrate
October 14, 2014 | More »

Franklin Templeton Chooses LifeYield
September 2, 2014 | More »