lifeyield tax optimizer
LifeYield Tax Optimizer popped up in my Quicken 2018 R7.5 update last week, and looked interesting. I was going to look more seriously at it today but it seems to have disappeared since the subsequent Quicken update to the current build.
Can somebody tell me where I might find it in Quicken, and if its gone, is it gone for good?
Can somebody tell me where I might find it in Quicken, and if its gone, is it gone for good?
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Scott
2018 QW HBR r7.5
#s3gt_translate_tooltip_mini { display: none !important; }
ago indicating LifeYield would be discontinued from Quicken. I don't
remember the date. The email suggested that current users contract
directly with the company that owns it. Thought it was odd to receive
an email from Quicken, although it looked legit.
Scott
2018 QW HBR r7.5
It appears they have jumped the gun on shutting down access from Quicken.
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Dear Quicken Customer,
If you rely on this tool, a new and improved version for financial advisors called Proposal Advantage® will be available directly from LifeYield. Proposal Advantage is used by some of the world’s largest financial institutions and uses LifeYield's new Taxficient Score® and can help guide you to lower taxes on investments. To find out more, please visit the LifeYield web site for more information.
You do not need to take any action as a result of this change and it will have no impact on your Quicken data.
Quicken Team
Are you still experiencing issues?
Please let us know. If there is no response within 48 hours, the thread will be closed.
Respectfully,
~ Quicken Harold.
Community Moderator
Before you close this thread, is there any response from the Quicken team on that?
I went to the LifeYield website as instructed in the email, but it appears that they have re-positioned it as a tool for financial advisers and I did not see any way for an individual to access it or any information for migrating Quicken users.
If it is a 3rd party product, which this is, they have control over the shutdown of their services. Unfortunately, that is out of our hands.
Apologies for the inconvenience.
~ Quicken Harold.
Community Moderator
https://www.quickensso.com/Portal/Home/SocialSecurityOptimizer_Landing
I know this because I just received a renewal notice that they charged $9.99 to my credit card. I'm pretty sure I did not sign up for automatic renewal. I've emailed them to cancel.
Community Administrator