BOSTON, May 19, 2014 – LifeYield, LLC a provider of tax-smart goals based investing software, today announced J.C. Massar has invested in LifeYield and taken a seat on its Advisory Board. Over his distinguished 35+ year career, Mr. Massar spearheaded Capital Group’s highly successful entry into the defined contribution retirement, variable annuity
“I have seen a wealth of new technologies created to benefit investors over my career,” said Massar. “LifeYield is one of the most innovative and intuitive solutions I’ve seen in helping advisors deliver real value to investors. I am thrilled to now be an active part of the LifeYield team.”
By coordinating a household’s various taxable and
“While firms have spent millions on financial planning software, they have no way to execute and maintain the recommended plan on a consistent and on-going basis, especially as their clients move from accumulation, to transition, and then retirement,” Massar continued. “LifeYield enables advisors to efficiently connect and coordinate the plan to the investment process and to product recommendations and improved results. And by minimizing taxes it really adds value to the client’s portfolio.”
“What is most noteworthy of J.C.’s distinguished career and what drives him is he cares deeply about what is best for the investor, no matter how big or small that investor is,” said Mark Hoffman, LifeYield’s CEO. “To be validated not just by his investment in LifeYield, but by the valuable time he is committing is a feather in LifeYield’s cap. I look forward to working with him to deliver solutions that help advisors and their clients achieve better results.