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What is the Taxficient Score?

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You create a Taxficient Score using Proposal Advantage. LifeYield’s technology looks at all of a client’s accounts at once—including 401(k)s, IRA rollovers, Roth IRAs, brokerage accounts and more—to see whether the right assets are held in the right accounts. The higher the Taxficient Score, the easier it may be for your clients to reach their retirement goals.

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