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LifeYield’s Paul R. Samuelson, writes captivating tax-smart article for InvestmentNews

By Paul Samuelson | November 15, 2017 | News

November 15, 2017 – The article, Morningstar’s Tax-Cost Ratios Beat Its Fund Rankings, written by our colleague, Paul Samuelson, describes how financial advisors rather than allowing clients to assume the fallacy of performance outliers, should be helping them with tax-smart asset location.

Samuelson suggests that, “Investors should buy and hold stock funds or individual stocks for years. Those who use this approach will benefit from the delay in paying taxes on realized gains, and often from paying lower rates on capital gains if they have lower earnings in future years.”

Click here to read the full article by Paul Samuelson via InvestmentNews.


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About LifeYield
LifeYield (, 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.
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