LifeYield

LifeYield provides tax-smart, risk-smart household portfolio management software to financial advisors, broker-dealers, asset managers, and insurance companies.

Is this your company?

Email: info@lifeyield.com

Phone: 1-617-502-5860

Web: https://www.lifeyield.com/

products

• LifeYield Tax-Smart Household Management Suite
  Tax-efficient asset location optimization, tax-smart withdrawal sequencing, tax-loss harvesting opportunities, and Social Security optimization to minimize taxes and maximize after-tax returns.