Introducing the LifeYield Multi-Account UMA Tax Overlay. Learn more here.
LifeYield Tax Harvesting

LifeYield Tax Harvesting

Scan all taxable and non-taxable accounts to instantly identify opportunities to harvest gains or losses.

Turn gains and losses into tax alpha


Keep your current technology

Keep your current technology

Don’t rip and replace anything. LifeYield Tax Harvesting can act as an overlay to your current technology to enhance it with modern tax harvesting capabilities.

Limit capital gains

Limit capital gains

Offset short-term or long-term capital gains by selling securities at a loss. Short-term is typically the priority, but LifeYield accounts for both.

Identify appreciated lots

Identify appreciated lots

Sell winning investments to realize capital gains. This can be used to find the most appreciated assets for gift giving or charitable donations.

Avoid wash sales

Avoid wash sales

Typically done within taxable accounts only, LifeYield looks at all taxable and non-taxable accounts and identifies any potential wash sales.

The LifeYield Tax Harvesting API

The LifeYield Tax Harvesting engine looks across a client’s accounts and holdings and instantly identifies all opportunities to harvest gains and losses. It considers:

Key Benefits

The LifeYield Technology Library


What the experts are saying

Using Technology to Strengthen Platform and Product Capabilities with Ben Huneke

Using Technology to Strengthen Platform and Product Capabilities with Ben Huneke

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Intelligent Portfolio Withdraws and Account Coordination with Rose Palazzo

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Portfolio Integration and Connecting the Financial Dots with Eric Lordi & Rose Palazzo

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Strengthening Product Innovation and Distribution with Jasmine Jirele - A Two-Part Episode

Strengthening Product Innovation and Distribution with Jasmine Jirele - A Two-Part Episode

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Balancing Technology and Personalization and Giving Digestible Advice with John Thiel

Balancing Technology and Personalization and Giving Digestible Advice with John Thiel

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Maximizing Retirement Income with Steve Zuschin

Maximizing Retirement Income with Steve Zuschin

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Get started with LifeYield Tax Harvesting

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