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
Next Stop: Multi-Account UMAs
Generating Tax Alpha Takes Much More than Tax Harvesting
Steer Clients to Semi-Retirement
5 Things to Know if You Want to ‘Unretire’
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
5 Things to Know if You Want to ‘Unretire’
A Social Security Secret: Divorced Spousal Benefits
Enterprise Relationships
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.