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Retirement

Tax-advantaged accounts, 401(k)s, IRAs, and retirement income.

How the Future of Financial Legislation Will Empower Investors

How the Future of Financial Legislation Will Empower Investors

Betterment isn’t just leading the way as the first automated investment service—we’re also supporting future legislation to improve our customers’ financial lives.

RetireGuide: Now with Synced Accounts and Social Security Upgrades

RetireGuide: Now with Synced Accounts and Social Security Upgrades

RetireGuide is Betterment’s retirement planning tool that gives you personalized advice. Now, we’ve made it even better.

Retirement Planners Get Access to Personal Social Security Data

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.

Recent Articles

Obama MyRA Plan? Betterment Is Already a Step Ahead

As the proposed MyRA is still taking shape, we’d like to weigh in.

5 Ways to Get More from Your IRA

Now is the time to get stray retirement accounts shored up with a rollover—or start doubling down on saving in a new IRA.

Ready for a Rollover? We Make It Easy

Rolling over your retirement funds should be as smooth as possible, so your money can continue to grow. Betterment can help make it easy –– and low cost.

Target-Date Funds Are Out of Date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.

How to Estimate Your Retirement Income

Once you stop working, though, you need a way to support your dreams of a preferred lifestyle. But how much retirement income should you aim for? And how do you find “your number”?

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