Introducing the LifeYield Multi-Account UMA Tax Overlay. Learn more here.
LifeYield Retirement Income Sourcing

LifeYield Retirement Income Sourcing

Integrates directly with your planning system to create automated, personalized, and tax-efficient portfolio decumulation strategies.

Identify the best path to maximizing retirement income for each household.

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The only automated, personalized, and scalable retirement income solution.

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Deliver a blueprint for drawing down on a client’s assets account-by-account, down to the security.

Avoid the costly “rules of thumb” used by every firm that don’t take each client’s unique circumstances into account.

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Create hyper-personalized decumulation plans for each client.

Identify the next best steps to draw down on a client’s assets by considering each client’s investment objectives while minimizing taxes.

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Provide detailed tax breakdowns for state and federal for each step of decumulation.

Account for tax brackets, deductions, Social Security taxation, investment taxes, Medicare, personal exemptions, and more.

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Adaptable to your firm’s preferences and evolving capabilities.

Firms can choose the level of detail, capital market assumptions, number of trials, and can customize the experience based on several variables.

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Get to market faster by leveraging a modern, stateless API.

Deliver technology faster while controlling the user experience, user interface, and inputs/outputs to complement and enhance your proprietary solutions.

The LifeYield Technology Library


What the experts are saying

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Using Technology to Strengthen Platform and Product Capabilities with Ben Huneke

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Maximizing Retirement Income with Steve Zuschin

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