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IRA Management

IRAs—everybody's personal retirement savings vehicle. With so many different types of IRAs, they can get a bit complicated. Explore effective IRA management and investing practices in this section.

Understanding Inherited IRAs

Understanding Inherited IRAs

Learn what inherited IRAs are, how to roll over your inherited IRA, and other considerations you may want to be aware of.

Can You Have a 401(K) and an IRA?

Can You Have a 401(K) and an IRA?

This is a great question. The answer is yes, you can have both. Should you have both? It depends.

How to Do a Direct IRA Transfer

How to Do a Direct IRA Transfer

If this is your first direct IRA transfer, don’t worry. We help process direct IRA transfers every day, and we’re here to make it as easy for you as possible.

Recent Articles

How to Roll Over A 401(k)—Betterment Makes It Easy

Have 401(k)s from old jobs lying around? Betterment makes rolling them over into a low-cost IRA account simple and easy.

Convert or Recharacterize—What’s the Difference For Your IRA?

If conversions and recharacterizations are foreign to you, don’t worry. We’re here to help you decipher IRS jargon and learn the differences between the two.

5 Hacks to Get More from Your IRA

You already know that contributing to an IRA is a smart move for building retirement savings. Take it a step further by using these five hacks to make the most of your money.

Everything You Need to Know About Required Minimum Distributions

We’ll walk you through everything you need to know about required minimum distributions (RMDs), including rules and deadlines.

The Benefits of Tax Coordination

We’ve automated asset location which can help you save on taxes over time.

5 Common Roth Conversion Mistakes

Converting your Traditional IRA to a Roth IRA can be a useful strategy for many investors. However, mistakes along the way can cost you—we’ll help you avoid them.

The Benefits of an Early IRA Contribution

Want to know a simple strategy that can help you end up with thousands more to spend in retirement?

2019 Retirement Plan Contribution Limits and Rules

For 2019, the IRS introduced changes to IRA and 401(k) plan contribution limits and income thresholds. See how these changes might affect your retirement goals.

Roth IRA Rules: Smart Ways to Minimize 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.

How to Withhold Taxes on IRA Distributions

Learn more about how you can set up withholding from your IRA distributions, so that we can send taxes directly to the IRS on your behalf.

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