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Steve Zuschin

EVP, Direct-to-Advisor Sales

Steve is the EVP of Advisor Success at LifeYield. He's responsible for leading our Direct-to-Advisor channel and always keeps up on the latest advisor technology. Steve writes about how advisors can grow their business by building stronger relationships with clients and adopting new technology.

June 8, 2022

Tax-Efficient Decumulation Strategies for Retirement

May 21, 2022

7 Ways to Get More Retirement Income Throughout Decumulation

May 7, 2022

Why You Should Advise Clients to Rebalance Assets at the Household Level

April 21, 2022

The Role of Risk in Tax-Smart Rebalancing

April 15, 2022

Financial Advisors Must Take Tax Efficiency into Account When Rebalancing Portfolios

March 30, 2022

Answers to Questions about LifeYield Retirement Income Sourcing

February 23, 2022

Where Does the Unified Managed Household Fit Into Financial Planning and Advice?

February 15, 2022

Wealth Technology Solutions That Power a Unified Managed Household

February 10, 2022

How the Unified Managed Household is Changing the Roadmaps of Wealth Management Firms Everywhere

January 28, 2022

The Benefits of Tax-Smart Rebalancing a Client’s Investments

December 30, 2021

What Is a Unified Managed Household — and How Does It Relate to a Unified Managed Account?

December 11, 2021

What Coordinating Investment Accounts Means for Client Tax Returns

November 28, 2021

Using Asset Location to Minimize Taxable Income

November 13, 2021

How Asset Location Helps Advisors Grow Their Business

October 30, 2021

Asset Location Vs. Allocation and Their Roles in Tax Efficiency

October 28, 2021

Multi-Account Asset Location is Easier Than You Think

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