News & Research
Mark Hoffman, LifeYield CEO writes about Tax-Loss Harvesting in the Family Wealth Report
Mar 27, 2018

"Tax-loss harvesting is amateur hour"

The article, Tax-Loss Harvesting Does Not Gather Enough Retirement Fruit, describes how tax-loss harvesting offers limited benefit for investors. Mark Hoffman, LifeYield CEO, provides compelling evidence to illustrate the significant advantages of leveraging tax-smart Asset Location strategies versus tax-loss harvesting. 
 
Hoffman suggests, "Looking at investments in various accounts without any tax-efficient coordination hurts investors. This is amateur hour and does not support a goals-based wealth management plan. A coordinated, tax-smart, asset location implementation plan can help improve after-tax outcomes by 33 percent."
 
Click here to read the full article 
 
 
About Family Wealth Report
 
Published by ClearView Financial Media - independent, London-based publishing house - Family Wealth Report is the leading source of essential, and often exclusive, business intelligence and in-depth reports for family offices, private banks, wealth and private asset managers, and other advisors to wealthy clients in US and Canada. 
 
For more information, please visit www.familywealthreport.com

About LifeYield
 
LifeYield, creator of the Taxficient Score™, is the industry leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite® enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals. LifeYield connects: financial planning, data aggregation, investment proposal, brokerage holdings, advisory programs and insurance products to create solutions that optimize after-tax returns, maximize income and support goals-based wealth management strategies.
 
For more information, please visit www.lifeyield.com