It’s time to manage household wealth as a household.
Technology to optimize asset location, make tax-smart withdrawals and maximize Social Security.
Enterprise Solutions
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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.
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LifeYield Multi-Account Rebalancing
Operates alongside your current rebalancing technology to incorporate multi-account tax harvesting and automated asset location optimization.
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LifeYield Tax-Smart Withdrawals
Executes optimized withdrawals from multiple accounts by selling mislocated assets, minimizing drift and identifying opportunities to harvest losses.
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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.
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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.
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LifeYield Retirement Income Sourcing
Integrates directly with your planning system to create personalized, tax-efficient decumulation strategies.
In the News
Generating Tax Alpha Takes Much More than Tax Harvesting
Are You Ready to ‘Waze’ Your Clients’ Decumulation Plans?
The Top Five Trends Impacting Wealth Management Today
A Social Security Secret: Divorced Spousal Benefit
Smart-householding in action
LifeYield looks across all accounts and holdings to show advisors how to improve overall tax efficiency, make intelligent withdrawals and maximize Social Security benefits for clients.
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Panel: Household Asset Location, Our Industry’s Next Big Disruption
Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes
What’s Next in WealthTech Blog
Tax-Efficient Decumulation Strategies for Retirement
7 Ways to Get More Retirement Income Throughout Decumulation
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What the experts are saying
Questions about LifeYield?
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.