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LifeYield
LifeYield provides tax-smart, risk-smart household portfolio management software to financial advisors, broker-dealers, asset managers, and insurance companies.
Email: info@lifeyield.com
Phone: 1-617-502-5860
Web: https://www.lifeyield.com/
products
LifeYield Tax-Smart Household Management Suite
Category: Tax Planning Software
Tax-efficient asset location optimization, tax-smart withdrawal sequencing, tax-loss harvesting opportunities, and Social Security optimization to minimize taxes and maximize after-tax returns..
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