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401(k)s and IRAs

Rollovers, Roth conversions, 401(k) strategies

How to Roll Over Your 401(k) to Betterment

How to Roll Over Your 401(k) to Betterment

Betterment makes rolling over your 401(k) simple and efficient. Get started online, or with a rollover concierge.

Roth IRA Rules: Smart Ways to Avoid Taxes on a Conversion

Roth IRA Rules: Smart Ways to Avoid Taxes on a Conversion

Roth IRA rules can appear limiting on first glance—but you may be able to fund a Roth by rolling over funds from another account.

Choosing Between Roth and Traditional IRAs

Choosing Between Roth and Traditional IRAs

Pay your income taxes now or later? You'll have to decide what strategy works for you. At Betterment, we offer both types of accounts. Our specialists can help.

Recent Articles

Roth or Traditional: Which IRA is Right for You?

Individual Retirement Accounts (IRAs) are popular because of their flexibility. We’ll help you choose which one is better for now and the long term.

The Benefits of Rolling Over Your 401(k) or 403(b) into an IRA

Rolling over an old employer-sponsored retirement plan into an IRA can be highly beneficial. Here are three reasons to consider rolling over a 401(k) or 403(b).

Your Guide to Betterment Rollovers

Moving your money to a new financial institution can be tedious and complicated. At Betterment, our goal is to make it easy and automatic. Here, we break down each rollover method and explain which might be right for you.

2017 Retirement Plan Contribution Limits and Rules

This year will see a limited number of changes to retirement plan contribution and income limits—check here to see how they may affect your plan options.

How to Roll Over Your 401(k) to Betterment

Betterment makes rolling over your 401(k) simple and efficient. Get started online, or with a rollover concierge.

Are You Overwhelmed With 401(k) Paperwork? The RETIRE Act Can Help

Currently, you must opt-in to receive 401(k) statements electronically, instead of via snail mail. A proposed law could change that, making e-statements the norm and saving the industry millions in the process.

Calling All Employers: Are You Setting Your Employees Up for Retirement Success?

New research finds that employees are neither confident about when they can retire, nor about how their 401(k) plans operate. Employers can address this by choosing new digital advice tools and robust, low-cost 401(k) plans to help their employees better prepare for retirement.

The True Cost of an Early 401(k) Withdrawal

Tapping into your 401(k) isn’t as easy as cracking into a piggy bank. It’s also more expensive. After early withdrawal penalties (and losing out on future earnings) what's left of your 401(k) balance is far less than expected.

Get Started With Your Betterment 401(k)

Are you a new Betterment 401(k) plan participant? Set up and start contributing to your account with our Getting Started Guide.

Traditional or Roth 401(k)? Decide with This 401(k) Calculator

Many employer-sponsored retirement plans now offer a Roth 401(k) in addition to a traditional 401(k). Use our calculator to find out which is a better fit for you.

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