LifeYield Income Advantage®
The tax-smart, time-saving way to make strategic withdrawals from multiple accounts.
Brief overview of LifeYield Income Advantage
With Income Advantage, advisors can:
Improve asset location
We improve your clients’ Taxficient Score® and their future after-tax rate of return by recommending selling off poorly located assets first.
Minimize asset allocation drift
Avoid constant rebalancing and keep your clients’ risk unchanged, maintaining the appropriate risk-level across the household portfolio.
Quickly uncover opportunities to harvest losses when making a withdrawal – doing this manually could take hours.
Why Income Advantage?
Save time by automating manual work that can take hours to accomplish manually
Increase your AUM over time by helping clients keep more of what they earn
Generate referrals with a simple tool that enables advisors to provide a detailed, tax-smart withdrawal plan for prospects and clients
Differentiate your practice by showing clients how to minimize taxes, increase asset growth and maximize income from multiple accounts as they enter retirement
Coordinate qualified and non-qualified accounts to meet and surpass the fiduciary standard of care
The LifeYield Advantage Suite® includes:
Measure the tax efficiency of a household portfolio with the Taxficient Score® and pinpoint the tax-smart location for every asset in seconds. Learn more
Determine the most tax-efficient way to make withdrawals from multiple accounts. Learn more
Find the optimal enrollment age, filing strategy and layers of income for investors as they approach retirement. Learn more