Tax-Smart Management: Simple, Consistent, Repeatable 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 that 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 required minimum distributions (RMD)
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's Tax-Smart Software
Helps financial advisors simplify and maximize clients' retirement income.
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