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Retirement Planning

Retirement planning is one of nearly every investor's goals. It requires building a personalized plan, remaining disciplined in your saving, and thinking ahead to make your journey to retirement as straightforward as possible.

5 Common Roth Conversion Mistakes

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.

2019 Retirement Plan Contribution Limits and Rules

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.

Target-Date Funds Are Out of Date

Target-Date Funds Are Out of Date

Betterment improves on the basic idea of "set it and forget it" target-date funds with smarter, unbiased advice and tax-smart tools.

Recent Articles

Understanding SEP IRAs

A SEP IRA is a type of retirement plan for those who are self-employed or who are small business owners. At Betterment, we currently only support SEP IRAs for those who are self-employed or small business owners with no employees.

Survey: Future Retirees May Rely More on the Gig Economy

Almost 40 percent of respondents feel unprepared to save enough to maintain their lifestyle during retirement.

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 for the long term.

Retirement Planning Advice That Matches How You Save

Betterment is constantly working to align our investment advice with what it’s really like to pursue your financial goals. Learn about how our retirement planning advice continues to improve.

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).

3 Important Types of Insurance to Have When Preparing for Retirement

No longer able to rely on pensions, people who are in the middle of their careers must now consider these less common but important types of insurance.

Improving Retirement Planning with Synced External Accounts

Betterment's retirement planning advice aims to give you personalized answers based on your whole financial picture. For that, syncing external accounts is critical.

Retirement Planners Get Access to Personal Social Security Data

Betterment is an initial adopter of a new government initiative to make personal earnings history and benefit projections available to all.

Create A Personalized Retirement Plan

Our retirement advice shows you whether you are on track for a comfortable retirement—and helps you invest seamlessly based on the recommendations we provide.

How to Save for Retirement When You’re Self-Employed

Entrepreneurs and small-business owners have several options for tax-advantaged retirement savings.

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