Tax Planning
Lowering your taxes means planning your taxes all year long. As your life changes, your tax planning should change, too. Let us guide you through how to plan your taxes when investing.
How We Use Your Dividends To Keep Your Tax Bill Low
Every penny that comes into your account is used to rebalance dynamically—and in a tax-savvy way.
How to Optimize Your 529 Contributions
We know that you want to help set up your loved ones for success. One way to invest in their education while saving on taxes is to contribute to a 529 education savings plan.
Tax Deductions: Reading Between the Lines
Tax deductions can lower the amount of income that you end up paying taxes on. We’ll highlight popular above-the-line deductions and below-the-line deductions you may want to consider.
Put Your Tax Refund To Work—We’ll Show You How
You finally got your tax refund. Now what? We’ll show you how to put it to use so that you can get the most of your money.
Married Filing Separately: Marriage Tax Benefit or Penalty?
If you’re married, deciding how to file your taxes—jointly or separately—may make a difference in how much you pay. Here’s what you need to consider.
3 Time-Sensitive Tax Moves to Consider this December
Tax planning can help you make the most of your hard-earned money, and December is a great time to do it.
What Should I Know About Taxes on My Investment Accounts?
An informed and educated investor can make better decisions if they know the unique tax attributes of each type of investment account.
9 Tax Planning Moves to Consider Before 2018 Ends
As we approach the end of the year, keep in mind year-end financial opportunities, especially tax-smart moves that could help you keep more of what you’ve earned.
What Is a Tax Advisor? Attributes to Look For
Since Betterment isn't a tax advisor, we often suggest that customers see a tax advisor regarding certain issues or decisions. Who exactly is a tax advisor and how should you think about picking one?
How to Use Your Bonus Wisely to Get a Tax Break
Bonuses are tricky. Here's how to make your bonus work harder for you by reducing the tax impact.
New Tax Bill: How to Plan During Tax Reform Ups and Downs
The financial world is known for generating news headlines, and the Tax Cuts and Jobs Act is no exception. Before the bill passed, speculation…