Lessons from his Nobel Laureate Father: Paul Samuelson Addresses Year-Round Household Tax Management
Paul Samuelson, LifeYield CIO and Co-Founder Addresses Year-Round Household Tax Management
“With Tax Day 2018 behind us, most financial advisers have directed their attention elsewhere. But Tax Day represents only 1/365th of the entire year. Minimizing taxes can and should be an ongoing and critically important year-round pursuit.”
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), creator 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