Improving Aftertax Returns

SEI LifeYield methodology can improve investor outcomes by 33%¹

EY rigorously evaluated the SEI LifeYield methodology for multi-account, tax-smart wealth management. The conclusion: Investors could benefit from up to 33% more in after-tax returns and retirement income, and up to 45% in bequests.¹

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¹ Source: Improving After-Tax Returns, Retirement Income, and Bequests through Tax-Smart Household Management. A LifeYield, LLC White Paper with Supporting Research by Ernst & Young. October 2010.

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