“Jack Sharry of LifeYield lists four components of optimal withdrawals sequencing — Social Security benefits, the timing of Roth IRA conversions, a schedule of tax-optimized withdrawals across taxable, tax-deferred and tax-free accounts, and a strategic approach to maximizing income based on the other three elements and factoring in multiple accounts and products."
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), creator of the Taxficient Score®, is the industry innovator and 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.
Based in Boston and founded by finance and technology industry leaders, LifeYield believes that by leveraging digitally enhanced advice advisors can improve investor outcomes and enhance the value and experience of support goals-based wealth management strategies.
For more information, please visit www.lifeyield.com.