Taxficient Score®

The backbone of LifeYield Portfolio Advantage and LifeYield Income Advantage, enabling advisors to measure and improve the tax efficiency of a household portfolio.

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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:

The LifeYield Advantage Suite® includes:

portfolio advantage

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

income advantage

Determine the most tax-efficient way to make withdrawals from multiple accounts. Learn more

social security advantage

Find the optimal enrollment age, filing strategy and layers of income for investors as they approach retirement. Learn more

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