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Most financial advisors help clients determine an appropriate asset allocation. With LifeYield, financial professionals can now also optimize their asset location.
LifeYield’s Proposal Advantage measures the efficiency of a client’s asset location by using the Taxficient Score®. The higher the score, the more tax-efficient a portfolio is.
Tax-efficiency is improved by placing assets with high tax rates in tax-advantaged accounts and those with low tax rates in taxable accounts. This minimizes a client’s taxes and maximizes after-tax returns.
4:16 LifeYield Dashboard Features
5:56 LifeYield Sample Scenario
9:06 How to illustrate Social Security “break-even” strategies
10:47 How to estimate “Income Gap” capital requirements
16:26 Proposal Advantage and the LifeYield Taxficient Score®
19:35 How to generate a quick proposal for clients
24:33 Client Portfolio View in LifeYield
26:07 Is it possible to get a Taxficient Score of 100?
27:22 How to configure “equivalent groups” in LifeYield
31:20 Detail of the Taxficient Score Analysis
34:27 How the Taxficient Score can facilitate an advisor’s value proposition
39:02 View the detailed Taxficient Score report
40:59 How to see which activities impact the Taxficient Score, and by how much
46:05 A preview of what’s coming soon in LifeYield
