BOSTON, MA, June 9, 2010 – Christine Benz, Director of Personal Finance at Morningstar interviewed two founders of LifeYield, Mark Hoffman, Chairman and CEO, and Paul Samuelson, Chief Investment Officer, on the tax-smart household management methodology LifeYield has developed. The interview is featured on Morningstar.com.
Under the headline, “Using Tax-Smart Strategies to Improve Your Bottom-Line Returns,” Christine’s interview with Mark and Paul focuses on the patent-pending tax-minimization and household management strategies developed by LifeYield. They discuss how LifeYield ROI™, can help advisors generate up to 20% higher after-tax returns for investors with both taxable and tax-advantaged accounts, according to an independent study conducted by Ernst & Young.
LifeYield’s software suite, LifeYield ROI™, views all assets in a client household and suggests the most tax-efficient method to accumulate and withdraw taxable and tax-advantaged assets across an entire household. LifeYield ROI automates the many-labor intensive, complex and time-consuming tasks involved in managing a household, while helping to minimize ordinary and capital gains taxes and maintaining the client’s desired asset allocation.
Click the link below to read the full interview on Morningstar.com: