Taxficient® Quick Proposal

Every investment comes with unique tax characteristics that alter its return profile. Many advisors use asset location strategies to help clients keep more of their investment earnings and minimize the impact of taxes. The Taxficient Score is designed to help investors understand the value of asset location when the goal is maximizing after-tax returns.

Taxficient Score® - Quick Proposal

IMPORTANT:  The outcome of the Taxficient Score is hypothetical in nature, does not reflect an individual's actual tax or investment results and is not a guarantee of future results.  Other investments not considered in generating this report may have characteristics similar or superior to those being analyzed.

For more information refer to LifeYield Capital Market Assumptions (Level 1)methodology and definitions.

Learn how to create complete Taxficient Proposals

Portfolio Advantage

Access the full version of LifeYield Portfolio Advantage today to add custom client portfolios, discover how annuities can benefit after-tax returns, and generate proposals with step-by-step allocation changes. 

Coordinating clients' taxable, tax-advantaged, and annuity accounts can:

  • lower investment taxes
  • improve returns
  • increase your clients' confidence in you...
  • well as their ability to realize retirement goals
Advisor and client sitting in front of a computer monitor reviewing Lifeyield reports.

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Variable annuities are a long-term, tax-deferred investments designed for retirement, involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½. 

The tool is provided for educational purposes only and is intended to provide financial professionals with examples of the impact of tax-efficient investment management. The tax rate and asset figures displayed are default assumptions and can be adjusted to align with your client’s situation.

Outcomes displayed on this page reflect simulations run using LifeYield's Annuity Analysis tool. Learn more about the reliability of the analysis and the report.

Jackson and its affiliates do not provide tax advice.  For questions about a specific situation, please consult a qualified advisor.

LifeYield is not affiliated with Jackson.