De-mystify Tax Efficiency
Are you Taxficient®? The Taxficient Score® software suite provides an easy way to demonstrate the value of tax-efficient investment management.
The Taxficient Score is like a credit score, but instead of measuring credit worthiness, it assesses the tax-efficiency of your clients’ accounts.
It looks at all of a client’s accounts – including 401(k), IRA Rollovers, Roth IRA, brokerage – and gauges the current tax-efficiency of their asset location across all investments.
On a scale of 0-100, the higher the score, the better-positioned a client is to minimize taxes, accumulate more money, and achieve retirement goals. With LifeYield, you are the trusted advisor who can help them get a higher Taxficient Score.