Tax-Smart Strategies for Maximizing Retirement Income with Mark Hoffman and Paul Samuelson

Taxes are a major concern for both investors and advisors. As such, minimizing tax liability is a priority in wealth management. Asset location, a strategy that places assets in the most tax-efficient accounts, can significantly enhance a portfolio’s overall efficiency. While this approach can be a multi-account exercise, having a modern portfolio management system equipped with tax-smart technology can streamline this process and effectively coordinate unified managed household accounts.

In this episode, Jack Sharry talks with LifeYield’s Founder and Chief Investment Officer, Paul Samuelson, and CEO, Chairman, and Founder Mark Hoffman. Paul has written algorithms that power investment software for more than four decades. He’s spent the past 16+ years devising algorithms around minimizing taxes and maximizing retirement income, all part of a robust asset location process. Mark turns Paul’s algorithms into industrial-strength software used by many of the largest financial institutions in the world.

They discuss asset location and tax-smart strategies to minimize tax liabilities and maximize retirement income.