Who is LifeYield?
LifeYield Multi-Account UMA Tax Overlay
The LifeYield Tax Overlay is the culmination all LifeYield tax-smart solutions and is designed to easily integrate with your firm’s technology via API.
LifeYield Asset Location
Measures the tax efficiency of a household portfolio, provides next best actions for reducing tax drag, then quantifies the benefit in dollars.
LifeYield Multi-Account Rebalancing
Operates alongside your current rebalancing technology to incorporate multi-account tax harvesting and automated asset location optimization.
LifeYield Tax-Smart Withdrawals
Executes optimized withdrawals from multiple accounts by selling mislocated assets, minimizing drift and identifying opportunities to harvest losses.
LifeYield Tax Harvesting
Works with our asset location, rebalancing and withdrawal technology to scan all taxable and non-taxable accounts and instantly identify opportunities to harvest gains or losses.
LifeYield Social Security+TM
Identifies the optimal filing strategy for each client, then enables the transition to a full retirement income planning conversation with visual Income Layers.
LifeYield Retirement Income Sourcing
Integrates directly with your planning system to create personalized, tax-efficient decumulation strategies.
In the News
Guide To Explaining The Social Security COLA Of 8.7% To Clients
Generating Tax Alpha Takes Much More than Tax Harvesting
What Bogle, Buffett And Samuelson Might Tell Today’s Buy-And-Hold Investors
Social Security Announces 8.7% Benefit Increase for 2023
Get the WealthTech on Deck Newsletter
Supercharge your firm
Panel: Household Asset Location, Our Industry’s Next Big Disruption
Smart Strategy + Focused Execution = A Category of One
What’s Next in WealthTech Blog
Social Security Has Good News: an 8.7% Cost of Living Adjustment
Next Stop: Multi-Account UMAs
What the experts are saying
LIVE Executive Panel:
Household Asset Location, Our Industry’s Next Big Disruption
Wednesday, October 28 at 1pm ET
- Gavin Spitzner
President, Wealth Consulting Partners, LLC
- Damon Deru
Founder & CEO, AdvisorPeak
- Eric Lordi
Managing Director, Platform Development, Morgan Stanley
- Harry Bartle
EVP, Enterprise Sales, LifeYield
Join industry titan Gavin Spitzner as he leads this panel of senior executives through a discussion on how they implement at the household level.