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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.

Featured Articles

Congress Just Passed the SECURE Act—Here’s What You Should Know

The government is taking steps to make your retirement more secure. Find out how the new changes might affect you.

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?

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

Recent Articles

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.

How To Roll Over A 401(k)—We Help Make 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.

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?

What is the maximum 401(k) contribution?

Everything you should know to help your employees save smarter in 2020.

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

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

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