LifeYield
Asset location, tax-efficient withdrawals, household coordination.
Overview
Tax-smart investing and retirement income platform. Asset location optimization, tax-efficient withdrawals, Social Security integration, and household-level coordination.
Key Features
- Asset location optimization
- Tax-efficient withdrawals
- Household coordination
- Social Security integration
- Rebalancing with tax awareness
- API for custodians
Integrations
OrionEnvestnetSchwabFidelityPershingMorningstar
Details
- Platforms
- Web, API
- Target Users
- RIAs, TAMPs, Broker-Dealers, Custodians
- Pricing Model
- Contact
- Starting Price
- Free / Contact
- Full Pricing Details
- Enterprise / AUM-based