The backbone of LifeYield Portfolio Advantage and LifeYield Income Advantage, enabling advisors to measure and improve the tax efficiency of a household portfolio.
How tax efficient is your client’s portfolio?
The Taxficient Score measures the tax efficiency of your client’s household-level portfolio on a scale of 0-100. Here’s how it works:
After we calculate the score, you’ll receive a series of actions to take to raise the score and increase your client’s after-tax rate of return.
Why everyone wins when they know the Score:
Instantly communicate the value of a tax-smart household portfolio
Differentiate your practice by reducing a complex idea to an easy-to-grasp number
Simplify client conversations about your asset location strategy
Illustrate the impact that each next-best-action has on the score
Attract held-away assets with a score that quantifies the benefit of consolidating accounts with one advisor
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