LifeYield's Tax-Smart Software

It's not what you earn, but what you keep.

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LifeYield, is a transformative software company that helps forward-thinking financial firms, advisors, and investors make and keep more money. We do so through the Advantage Suite of asset optimizing software programs including Portfolio Advantage, Social Security Advantage, and Income Advantage. Our software suite takes an overarching view of an investor’s assets and provides simple tools to help improve clients’ financial health. Founded by acclaimed finance, technology, and industry experts, LifeYield is passionate about helping people live the retirement of their dreams.
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News & Events

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Turning Lemons into Lemonade: DOL Requirements Create Win-Win
October 13, 2016 | More »

LifeYield Announces Enhancements to Social Security Advantage
October 11, 2016 | More »

LifeYield Helps Advisors and Firms Meet New DOL Fiduciary Standards
June 6, 2016 | More »