In the News

Jack Sharry and Ken Yarbrough to be Featured Presenters at the Retirement Income Industry Association’s 2010 Spring Conference

By LifeYield | March 15, 2010 | Social Security Advantage

BOSTON, MA, March 15, 2010 – LifeYield, LLC, a software developer for financial advisors and RIAs, announced today that Jack Sharry, Head of Strategic Development, and Ken Yarbrough, SunTrust’s Director of Retirement Strategies, will be Featured Presenters at the Retirement Income Industry Association’s (RIIA) 2010 Spring Conference in Chicago on March 22, 2010. The Conference is focused on new and innovative technologies for generating retirement income.

Mr. Sharry and Mr. Yarbrough will be presenting results from the beta test of LifeYield’s tax-smart household management solution, LifeYield ROI™, by SunTrust advisors. Preliminary findings show that LifeYield ROI is efficient, easy to use, and helps an advisor gather more assets.

A critical element in providing better after-tax returns, and hence, more income in retirement, LifeYield ROI views all of the assets in a household and suggests the most tax-efficient method to accumulate and withdraw taxable and tax-advantaged assets across an entire household. A recent independent study by Ernst & Young found that LifeYield ROI can produce up to 20% more after-tax income over a 25-year retirement period.

By automating the many labor-intensive, complex and time-consuming tasks involved in managing a full household, LifeYield ROI minimizes ordinary income taxes and capital gains taxes, while maintaining a client’s desired asset allocation.

“As baby boomers look to retire, income solutions like LifeYield ROI are getting a significant amount of attention,” said Mr. Sharry. “RIIA has been focusing on these issues for many years and has become a forum for thought leadership regarding retirement issues. Ken and I are pleased to have been invited to share our findings at this industry-leading conference.”

LifeYield also provides advisors with LifeYield ROI Illustrator™, which enables a financial advisor or RIA to show clients, and prospective clients, the benefits of working with LifeYield ROI.

 

About LifeYield
LifeYield (www.lifeyield.com), creators of the Taxficient Score®, is the industry innovator and leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite® enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals.
Based in Boston and founded by finance and technology industry leaders, LifeYield believes that by leveraging digitally enhanced advice advisors can improve investor outcomes and enhance the value and experience of support goals-based wealth management strategies.
For more information, please visit www.lifeyield.com.