Solution introduction
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
Don’t rip and replace anything. SEI LifeYield Tax Harvesting can act as an overlay to your current technology to enhance it with modern tax harvesting capabilities.
Limit capital gains
Offset short-term or long-term capital gains by selling securities at a loss. Short-term is typically the priority, but SEI LifeYield accounts for both.
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
Typically done within taxable accounts only, SEI LifeYield looks at all taxable and non-taxable accounts and identifies any potential wash sales.
