LifeYield ROI™: Next Generation Tax-Smart Retirement Outcome Management

LifeYield ROI™ is a tax-smart, product neutral investment management solution that enables advisors to, build, maintain, and manage portfolios in a unified managed household (UMH). It helps financial advisors significantly increase after tax returns and income for their clients, which results in more asset gathering for the advisor. LifeYield ROI:

• Maximizes after-tax asset growth and income by looking across an entire household, including multiple taxable and tax advantaged accounts held by multiple family members.
• Ensures the desired asset allocation, or risk profile, for the entire household is maintained, and does so in a tax efficient way by locating assets in the most appropriate household account.
• Selects the most beneficial assets to sell each time a client needs cash, with a resulting increase in retirement income by up to 20%, according to research by Ernst & Young.

Through all phases of a household portfolio's lifecycle, LifeYield ROI minimizes taxes, maximizes after tax returns and income, and maintains desired asset and product allocations.

What We Do: Maximize outcome. Save time. Consolidate Assets.  More »

LifeYield ROI is a web-based unified managed household (UMH) trade order generation system that optimizes tax-smart accumulation and withdrawals, generating greater after tax returns and more income for the client. It allows advisors to be more efficient and effective and creates a stronger advisor value proposition, which results in more assets under management.

Where We Fit: We optimize household portfolios.  More »

LifeYield ROI is product neutral. It's not a planning tool and it doesn't make asset or product allocation suggestions. As an advisor, you do that. LifeYield ROI helps an advisor execute the plan by generating trade suggestions in a tax-smart way so that the outcome is improved – asset growth and income are optimized.

How It Works: Sophisticated algorithms make it simple.  More »

By putting securities in the best location – whether they are taxable or tax-advantaged accounts – and by selecting the optimal securities to sell to minimize short term capital gains and ordinary income taxes, LifeYield ROI makes trade suggestions that maximize asset growth and produce more after-tax income, while maintaining the desired household asset allocation. LifeYield ROI also ensures federally mandated minimum required distributions (MRD) are met when applicable.

LifeYield ROI™

• What We Do
• Where We Fit

• How It Works
• Who We Are

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