LifeYield:
A Leading Retirement Income & Tax Efficiency Investment Technology Firm
Recently Released!!!
Date Published: August 11, 2022r
Summary PowerPoint Deck: 33 Slides
Reference PowerPoint Deck: 54 Slides
LifeYield was founded by Mark Hoffman, Michael Benedek, & Paul Samuelson in 2008. LifeYield is based in Boston, MA. LifeYield has one office & 100,000 financial advisor clients. LifeYield is led by its CEO Mark Hoffman & President Michael Benedek. LifeYield is privately owned. Its web site can be found at www.LifeYield.com.
This research addresses the key historical phases of LifeYield, including:
- Staffing Phase
- Venture Capital Raising Phase
- Awards Phase
Its profile includes the key statistics of the company, including its number of offices & financial advisor clients.
Its profile includes detailed outlines of its core services, including:
- LifeYield Advantage Suite
- Taxficient Score
- Portfolio Advantage
- Social Security Advantage
- Income Advantage
- LifeYield Asset Allocation
- LifeYield Multi-Account Rebalancing
- LifeYield Tax-Smart Withdrawals
- LifeYield Tax Harvesting
- LifeYield Social Security+ for Enterprise
- LifeYield Retirement Income Sourcing
And its profile concludes with the highlights of its organizational structure & ownership.
Date Published: August 11, 2022r
Summary PowerPoint Deck: 33 Slides
Reference PowerPoint Deck: 54 Slides
LifeYield was founded by Mark Hoffman, Michael Benedek, & Paul Samuelson in 2008. LifeYield is based in Boston, MA. LifeYield has one office & 100,000 financial advisor clients. LifeYield is led by its CEO Mark Hoffman & President Michael Benedek. LifeYield is privately owned. Its web site can be found at www.LifeYield.com.
This research addresses the key historical phases of LifeYield, including:
- Staffing Phase
- Venture Capital Raising Phase
- Awards Phase
Its profile includes detailed outlines of its core services, including:
- LifeYield Advantage Suite
- Taxficient Score
- Portfolio Advantage
- Social Security Advantage
- Income Advantage
- LifeYield Asset Allocation
- LifeYield Multi-Account Rebalancing
- LifeYield Tax-Smart Withdrawals
- LifeYield Tax Harvesting
- LifeYield Social Security+ for Enterprise
- LifeYield Retirement Income Sourcing
And its profile concludes with the highlights of its organizational structure & ownership.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
