Steve Gresham: More About Death and Taxes
“Jack Sharry of LifeYield lists four components of optimal withdrawals sequencing — Social Security benefits, the timing of Roth IRA...
In the News
Martin Cowley, LifeYield, EVP Product Development, shares input on Social Security COLA rates via ThinkAdvisor.com
September 14, 2017- Despite an ineffectual COLA, Social Security is still a powerful income stream that seniors should strive to maximize....
The Smart Way to Pay Taxes on Retirement Savings
Don't pay all at once--and use these tips to increase your nest egg. Kathy KristofApril 2017...
LifeYield Announces Enhancements to LifeYield Social Security Advantage
Version 2.0 features Benefit Delay and Benefit Replacement to assist advisors and investors in replacing income when Social Security...
New Social Security Optimizer from Quicken and LifeYield Simplifies Retirement Planning
Mountain View, CA and Boston MA, Jan. 13, 2015 – Do you have questions about getting the most out of your Social Security benefits? Quicken...
United Planners Financial Services Chooses for its Advisors LifeYield’s Tax-Smart Retirement Income Software
Scottsdale, AZ and Boston, MA, March 28, 2011 – United Planners Financial Services and LifeYield, LLC today announced that United Planners...