LifeYield Featured on Morningstar.com

By LifeYield | June 9, 2010 | News

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:
https://news.morningstar.com/articlenet/article.aspx?id=340202

 

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.