July 28, 2016 1:28 AM ET


Company Overview of LifeYield, LLC

Company Overview

LifeYield, LLC provides financial technology solutions to wealth management firms and advisors. It offers LifeYield UMH, a Web-based tool with an intuitive graphical user interface that adapts to a wealth manager's existing workflow. The company’s LifeYield UMH solution includes LifeYield Dashboard, which provides a wealth advisor with client households, including basic information portfolio balances, and households with negative, low, and positive net cash balances; and LifeYield Cash Harvester, which selects assets to sell for a particular period to generate the required cash flow. It also includes LifeYield Payment Modeler, which enables a wealth advisor to forecast cash withdrawal levels...

125 High Street

30th Floor

Boston, MA 02110

United States

Founded in 2008





Key Executives for LifeYield, LLC

Co-Founder, Chairman and Chief Executive Officer
Co-Founder, President and Chief Financial Officer
Co-Founder and Chief Investment Officer
Executive Vice President of Strategic Development
Executive Vice President of Product Development
Compensation as of Fiscal Year 2016.

LifeYield, LLC Key Developments

LifeYield, LLC Presents at In|Vest 2016 Conference, Jun-16-2016 04:35 PM

LifeYield, LLC Presents at In|Vest 2016 Conference, Jun-16-2016 04:35 PM. Venue: New York, New York, United States. Speakers: Jack Sharry, Executive Vice President of Strategic Development.

LifeYield, LLC Provides Investors Tax-Smart Household Portfolio Management in Quicken 2016 Products

LifeYield, LLC announced it will deliver LifeYield Tax Optimizer1 as part of select Quicken® 2016 products to help improve an investor’s after-tax outcomes across multiple investment accounts. Previously only available to financial advisors, LifeYield TO™ is now integrated with Quicken 2016 Premier, Home & Business, and Rental Property Manager. LifeYield TO™ enables individual investors to easily manage multiple brokerage, IRA and 401(k) accounts in a coordinated, tax-smart way and helps investors avoid paying unnecessary taxes on investment returns so they can increase the chances of achieving their financial goals. LifeYield Tax Optimizer employs a strategy known as Optimal Asset Location, which analyzes how an investor’s assets will be taxed in each type of taxable or tax advantaged account. LifeYield TO then suggests in which account to own, or locate, each asset in order to minimize taxes. Research by Morningstar indicates investors can improve after-tax returns by up to 1.5% per year, which can be meaningful over time in growing investor household assets. An investor with one taxable account and one IRA account chooses an asset allocation that includes an equity mutual fund and an income producing bond. With the traditional approach, each of the investor’s taxable and IRA/401(k) accounts would have the same asset allocation and each would hold both of those assets in the same proportion. Using a tax-smart Optimal Asset Location strategy, LifeYield TO suggests holding the income producing bond in the IRA where it will not be subject to the higher ordinary income taxes each year and will only be taxed when money eventually is withdrawn from the account. The equity mutual fund will be held in the taxable account where the investor can take advantage of the lower long term capital gains tax rate. And while each account will have a different asset allocation, the combined asset allocation of the two accounts will match the target household asset allocation chosen by the investor.

LifeYield Announces Agreement with Franklin Templeton Investments to Bring Social Security Optimizer(TM) to Advisors

LifeYield, LLC announced an agreement to develop a customized version of LifeYield's Social Security Optimizer for Franklin Templeton Investments. Franklin Templeton plans to make this tool available to financial advisors later this year. As Baby Boomers move into retirement, maximizing Social Security benefits has become increasingly important to investors and their advisors. LifeYield's solution is comprehensive and easy for advisors to use with investors in helping to determine the optimal time to file for Social Security benefits, and it also provides suggested actionable guidance on how make the filing. All of LifeYield's decision support tools have been developed for advisors to be easy-to-use while providing high utility in answering their clients' foremost questions. The LifeYield Social Security Optimizer is LifeYield's latest offering and has been met with much enthusiasm in the marketplace, with Franklin Templeton being the latest premier financial firm to adopt its use.

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