Tax-Smart Household Management

Tax Smart Management: Simple, Consistent and Efficient

Comprehensive household portfolio management can be a highly complex and laborious process. When selecting which assets to buy or sell, there are many factors which need to be considered:

  • Long versus short term capital gains
  • Asset location – whether in taxable or tax advantaged accounts
  • Asset allocation
  • Product mix
  • Federally mandated minimum required distributions (MRD)

Because all this must be considered on an ongoing basis, the management process is even more tedious, especially when an advisor seeks to provide a steady, recurring income stream throughout retirement. LifeYield ROI™ helps automate this process simply, consistently and efficiently.

LifeYield ROI™

What People Are Saying

LifeYield commissioned Boston Research Group to study what registered representatives think of LifeYield ROI™:

"LifeYield ROI™ seems to be the missing link to clients right now; knowing how to best spend down a client's money while taking into consideration the tax effects."

— OneAmerica Securities Advisor

News & Events

View All

Jefferies Selects LifeYield ROI™ for its Full Service Wealth Management Platform
February 1, 2010 | More »

Account Consolidation Leader, Albridge Solutions, Partners with LifeYield, LLC
January 19, 2010 | More »

LifeYield Hires Martin Cowley as Executive Vice President, Product Development
December 14, 2009 | More »