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Ernst & Young Validates LifeYield ROI™ Can Deliver Up To 20% More Retirement Income


Boston, September 21, 2009 - The LifeYield ROI™, a first of its kind software solution, can provide up to 20% more after-tax retirement income on a full household portfolio over a 25-year retirement, according to independent tests conducted by Ernst & Young. Ernst & Young further found that the LifeYield ROI™ improves the income generated from the after-tax earnings portion of a full household portfolio by up to 46% on an inflation adjusted basis over the same period.

The LifeYield Retirement Optimized Income Solution™ - the LifeYield ROI™ - is a patent pending software system that helps investors and advisors maximize retirement income distributions through tax efficient de-cumulation. Ernst & Young conducted independent tests to validate the potential benefits of the LifeYield ROI™ methodology by creating its own simulation model based on the key principles of the LifeYield ROI™ method, and ran 10,000 scenarios on each of three hypothetical household.

“We knew we could make a significant improvement for investors and their advisors with our retirement income optimization tool when we built the software,” said Mark W. Hoffman, Chairman, CEO, and Co-Founder of LifeYield. “It’s very rewarding to have our theory and our actual tool validated by a highly respected and independent source like Ernst & Young.”

“SunTrust is our first customer. It’s especially pleasing to know we can make an important difference in helping our customer’s advisors increase the retirement income of their clients in light of the volatility and challenge the markets have provided over the past year,” said Hoffman.

LifeYield’s Unified Managed Household (UMH) technology automates the process of selecting which of a client’s assets to sell to provide an income stream by reviewing the multiple taxable and tax-advantaged accounts held by family members and selecting the most appropriate assets to liquidate.

To obtain a copy of the white paper, entitled: Increased Retirement Income Through Tax Optimization, The LifeYield Retirement Optimized Income Solution™ - LifeYield ROI™, a LifeYield, LLC White Paper with Supporting Research by Ernst & Young, contact Jack Sharry, or 617-502-5665.

About LifeYield

LifeYield, LLC provides technology solutions that maximize after tax retirement income while automating the time-consuming process financial advisors must go through in selecting which of a client’s assets to sell in providing a steady, recurring income. The company’s mission is to provide financial advisors, including trust officers, financial planners, brokers and wealth managers, with optimal solutions for generating sustainable income from a client’s portfolio. For more information, please visit:



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