In the News

LifeYield Partners with Allianz Life

LifeYield Partners with Allianz Life to Offer Financial Professionals Access to LifeYield’s Social Security AdvantageSocial Security...

LifeYield and Envestnet | Yodlee Partner

LifeYield Announces Partnership with Envestnet | Yodlee Financial firms and advisors can now harness the power of Envestnet | Yodlee...

LifeYield launches Direct-to-Advisor Channel

-- Builds Direct-to-Advisor Team Led by Fintech Veteran, Steve Zuschin -- Announces Integrations with TD Ameritrade Institutional’s Veo ®...

Morgan Stanley and LifeYield Partner

Morgan Stanley and LifeYield Partner to Empower Financial Advisors to Offer Tax-Efficient Investing Solutions to Wealth Management...

LifeYield featured in Financial Advisor IQ

August 9, 2017 - LifeYield featured in Financial Advisor IQ as “the only one doing tax efficiency comprehensively across household...

LifeYield’s Jack Sharry Honored by IMCA

BOSTON, May 2, 2017 --The Investment Management Consultants Association® (IMCA®) presented several prestigious awards today at its 2017...

MoneyGuidePro and LifeYield Integrate

Goals-based Wealth Management Planning Leader now Connected with Leader in Tax-Smart Implementation Powhatan, Virgina and Boston,...

Franklin Templeton Chooses LifeYield

Boston, September 2, 2014 – LifeYield, LLC today announced an agreement to develop a customized version of LifeYield’s Social Security...

LifeYield Featured in Marketwatch Article

LifeYield is featured in a MarketWatch article about how best to generate tax-smart retirement income from investible assets. "It's not...

LifeYield Receives Top Rating

Boston, Massachusetts, September 30, 2013  – LifeYield, LLC was one of only three firms to receive the highest rating in the annual Hearts...

LifeYield Mobile™ Available in Web Version

Boston, MA, May 20, 2013 – LifeYield announced today that a Web version of its highly acclaimed iPad tool will be available at no charge on...

UMH Offers Clarity, Confidence to Wealthy

October 4, 2012 /FundFire/ – The retirement-planning process that many advisors typically employ is not meeting the needs of too many...

LifeYield Receives Top Rating

Boston, Massachusetts, August 1, 2012  – LifeYield, LLC was one of only three firms to receive the highest rating in a new Heart &...

LifeYield in the news 06-14-2012

Let These Tax-wise Algorithms Do Your Calculations June 14, 2012 /Retirement Income Journal/ – Retirees hate to pay taxes, and they...

LifeYield in the news 05-17-2012

SunTrust Introduces Retirement Income Navigator™ ATLANTA, May 17, 2012 /PRNewswire/ – SunTrust Banks, Inc. (NYSE: STI) today announced the...

LifeYield in the news 04-15-2012

Investment News 'Centralizing retirement accounts' Several firms are working on Prism solutions to manage client assets as a unified...

LifeYield in the news 10-26-2011

Retirement Income Journal 'Decumulation is like a Rubik's Cube' By Kerry Pechter October 26, 2011 – The Money Management Institute has...

LifeYield in the news 09-29-2011

Best ways to draw down retirement accounts By Robert Powell, MarketWatch Boston, MA, Sept 29, 2011 – It's not what you earn, but what you...

LifeYield Releases the Practice Optimizer

Boston, MA, June 1, 2011 – LifeYield, LLC, a leader in tax-smart household management software that can increase returns and income by...

LifeYield Featured on Morningstar.com

BOSTON, MA, June 9, 2010 – Christine Benz, Director of Personal Finance at Morningstar interviewed two founders of LifeYield, Mark Hoffman,...

LifeYield, LLC Announces Company Launch

Financial Technology Innovator Automates Best Practice Decumulation Services. BOSTON, September 7 2008 - LifeYield, LLC, a financial...
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