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

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

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

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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