LifeYield Tax-Smart Withdrawals

About

LifeYield Tax-Smart Withdrawals is ranked #23 of 28 in tax planning software on Inferse. It runs on API.

Compared on tax planning software

Scenario modeling

Yeslifeyield.com

Capital gains modeling

Yeslifeyield.com

Retirement income modeling

Yeslifeyield.com

Facts

Purpose

Tax-Smart Withdrawals helps financial advisors choose tax-efficient withdrawals across a client household’s investment accounts.lifeyield.com · 8 Oct 2026

Withdrawal sequencing

Its engine analyzes a household’s accounts and provides guidance on the optimal withdrawal sequence in seconds.resources.lifeyield.com · 8 Oct 2026

Account types

It supports withdrawals from single or multiple accounts, including taxable, tax-deferred, and tax-free account types.resources.lifeyield.com · 8 Oct 2026

Hybrid scenarios

The engine supports hybrid withdrawal scenarios at multiple levels.resources.lifeyield.com · 8 Oct 2026

Tax-aware analysis

The withdrawal algorithm considers asset location and asset allocation to help minimize taxes when raising cash.resources.lifeyield.com · 8 Oct 2026

Ad hoc and scheduled withdrawals

The engine handles ad hoc income requests and withdrawals scheduled over time.resources.lifeyield.com · 8 Oct 2026

After-withdrawal positioning

The product is described as helping maintain optimal asset location after each withdrawal.resources.lifeyield.com · 8 Oct 2026

Related engines

The LifeYield API Library can combine withdrawals with tax harvesting, rebalancing, and asset location.lifeyield.com · 8 Oct 2026

Integration approach

LifeYield says its technology is available via API and can be incorporated into financial firms’ proprietary advice platforms.lifeyield.com · 8 Oct 2026

Intended users

The product is presented for financial advisors and firms serving clients with multiple investment accounts.lifeyield.com · 8 Oct 2026

Pricing and access

The product page invites visitors to schedule a demo and does not state a price or trial offer.lifeyield.com · 8 Oct 2026

Support contact

The product page lists [email protected] for questions about Tax-Smart Withdrawals.lifeyield.com · 8 Oct 2026

Security limitation

LifeYield’s terms say the system is hosted on its or a third-party provider’s servers and that it cannot guarantee the security of information transmitted over the internet or stored in the system.lifeyield.com · 8 Oct 2026

Withdrawal guidance

The engine shows which accounts and assets to sell and in what order to fulfill a withdrawal scenario.lifeyield.com · 9 Oct 2026

Asset allocation and location

Its algorithm considers asset allocation and asset location when recommending how to raise cash.lifeyield.com · 9 Oct 2026

Tax-loss harvesting

The withdrawal process brings tax-loss harvesting opportunities forward to help offset gains.lifeyield.com · 9 Oct 2026

Portfolio drift

The product is described as minimizing drift from target allocation and handling rebalancing after a withdrawal.lifeyield.com · 9 Oct 2026

Delivery

SEI LifeYield says its solutions are available via API or through a Multi-Account Overlay solution with an interface and client-ready proposals and reports.lifeyield.com · 9 Oct 2026

Audience

The company describes its solutions as serving financial services firms and advisors coordinating investment and retirement income planning across household accounts.lifeyield.com · 9 Oct 2026

Company ownership

LifeYield was acquired by SEI in December 2024.lifeyield.com · 9 Oct 2026

Tax advice

SEI LifeYield states that neither SEI nor its affiliates provide tax advice and recommends consulting an independent tax advisor about individual circumstances.lifeyield.com · 9 Oct 2026

Company

Founded

2008lifeyield.com · 28 Sept 2026

Headquarters

Boston, Massachusetts, United Stateslifeyield.com · 28 Sept 2026

Where it ranks on Inferse

• Best Tax Planning Software in 2026#23 of 28

Sources

• lifeyield.com/solutions/tax-smart-withdrawals/· checked 8 Oct 2026
• resources.lifeyield.com/hubfs/Collateral/sei-lifeyield-tax-smar· checked 8 Oct 2026
• lifeyield.com/about-us/· checked 8 Oct 2026
• lifeyield.com/terms-of-use/· checked 8 Oct 2026