Roll over to Betterment and take control of your retirement

Roll over into an IRA Easy 401k rollover

The most efficient rollovers in the investment management industry.

  • Rolling over to a Betterment IRA involves almost no paperwork and allows customers to be invested in as little as two days.
  • Instead of an overwhelming, time-consuming process, Betterment takes steps to ensure your money is put to work in an optimized portfolio as soon as possible.
  • Betterment offers both traditional and Roth IRAs to provide flexibility for all of your tax-advantaged accounts.
ira rollover into diversified portfolio

By leaving assets dormant in an old 401(K) plan, you put up unnecessary roadblocks in your retirement plan:

  • Administrative fees may now be your burden to pay.
  • Investments are limited to what your former employer has chosen for the plan.
  • Your target asset allocation is more difficult to manage when you have assets in a vehicle you are no longer able to contribute to.
401k rollover path

Why should you roll over to a Betterment IRA?

What can you do with your Betterment IRA?

  • Roll over your 401(k), 403(b), or other IRA plan to Betterment

    Last Year


    Contribute up to $5,500 of income for the 2014 tax year ($6,500 if you’re age 50 or older). The sooner you max out your contributions, the more time your money has to grow.

  • Roll over your 401(k), 403(b), or other IRA plan to Betterment

    This Year


    Put your retirement planning on autopilot. Betterment provides convenient automatic deposits to your IRA to ensure you contribute the maximum amount for 2014.

  • Roll over your 401(k), 403(b), or other IRA plan to Betterment

    Anytime


    Manage investments in one place. Betterment's delightful-to-use dashboard provides a holistic view of your assets, ensuring risk levels are appropriate for each of your financial goals.

Take control of your retirement.

Roll over into an IRA

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*While Betterment does not charge for making a rollover, your 401k plan provider might asses a rollover fee. Please consult with your plan provider. Betterment's fee of 0.15% for management of accounts over $100,000 was determined to be the lowest of any online-only registered investment advisor. Determination of most trusted online financial advisor reflects Betterment LLC's distinction of having the most customers in the industry, made in reliance on customer counts, self-reported pursuant to SEC rules, across all online-only registered investment advisors.