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LifeYield Tax-Smart Withdrawals

LifeYield Tax-Smart Withdrawals

Execute multi-account withdrawals at scale while minimizing taxes through asset location and tax harvesting.

Overcome the tax efficiency challenge


know what to sell and why

Know what to sell and why

The LifeYield Tax-Smart Withdrawal engine clearly shows what to sell – and in what order – to fulfill each withdrawal scenario with confidence.

minimize drift

Minimize drift away from the target allocation

This avoids the inevitable rebalance later.

pay attention to location

Pay attention to location

Raise cash by liquidating mislocated assets, improving tax efficiency and after-tax returns over the long haul.

Identify opportunities to harvest losses

Identify opportunities to harvest losses

The engine brings tax-loss harvesting opportunities to the forefront when making a withdrawal, allowing the advisor to raise cash efficiently.

Avoid replacing technology

Avoid replacing technology

LifeYield works with your current rebalancing technology to strengthen your firm’s rebalancing processes and avoid disrupting your entire tech stack.

The Benefits of Tax-Smart Withdrawals

The LifeYield engine has been battle tested by some of the largest financial services institutions in the world to coordinate all accounts within a household and offer rebalancing at scale.

Industry-leading portfolio tax management APIs

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Get started with LifeYield Multi-Account Rebalancing