Solution introduction
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
The SEI LifeYield Tax-Smart Withdrawal engine clearly shows what to sell – and in what order – to fulfill each withdrawal scenario with confidence.
Minimize drift away from the target allocation
This avoids the inevitable rebalance later.
Pay attention to location
Raise cash by liquidating mislocated assets first, potentially improving tax efficiency and after-tax returns in the long haul.
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
SEI LifeYield works with your current rebalancing technology to strengthen your firm’s rebalancing processes and avoid disrupting your entire tech stack.
