LifeYield Featured on Morningstar.com
BOSTON, MA, June 9, 2010 – Christine Benz, Director of Personal Finance at Morningstar interviewed two founders of LifeYield, Mark Hoffman, Chairman and CEO, and Paul Samuelson, Chief Investment Officer, on the tax-smart household management methodology LifeYield has developed. The interview is featured on Morningstar.com.
Under the headline, "Using Tax-Smart Strategies to Improve Your Bottom-Line Returns," Christine's interview with Mark and Paul focuses on the patent-pending tax-minimization and household management strategies developed by LifeYield. They discuss how LifeYield ROI™, can help advisors generate up to 20% higher after-tax returns for investors with both taxable and tax-advantaged accounts, according to an independent study conducted by Ernst & Young.
LifeYield's software suite, LifeYield ROI™, views all assets in a client household and suggests the most tax-efficient method to accumulate and withdraw taxable and tax-advantaged assets across an entire household. LifeYield ROI automates the many-labor intensive, complex and time-consuming tasks involved in managing a household, while helping to minimize ordinary and capital gains taxes and maintaining the client's desired asset allocation.
Click the link below to read the full interview on Morningstar.com:
http://news.morningstar.com/articlenet/article.aspx?id=340202
About LifeYield, LLC
LifeYield builds software solutions for advisors to help increase investment returns and income distributions. A web-based, unified managed household (UMH) solution, LifeYield ROI™ suggests the most tax efficient sequence to grow and withdraw assets across multiple taxable and tax advantaged accounts while automating time consuming tasks. The company's mission is to provide financial advisors, including trust officers, brokers, and wealth managers, with leading edge solutions for generating an enhanced and sustainable outcome during the accumulation and retirement phases of an investor's lifetime. For more information, please visit: www.lifeyield.com.
LifeYield ROI™
What People Are Saying
"Our studies show top advisors spend 1-3 hours completing a comprehensive cash harvest; advisors observed the LifeYield ROI™ tool will do it within seconds and ensures consistency of process and outcome."
Warren Cormier, President, Boston Research Group and Co-Founder, Behavioral Finance Forum