Tax Planning

An informed and educated investor can make better decisions if they know the unique tax attributes of each type of investment account.

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.

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?

Bonuses are tricky. Here's how to make your bonus work harder for you by reducing the tax impact.

To help you navigate the uneasy waters of new tax legislation, here are three tips on how to plan during the ups and downs of tax reform.

With a new tax reform bill signed into law, Betterment has several scenarios investors should consider as they anticipate changes to their financial plan.

When you gift a security, there’s usually some difference between the gifted price and the amount you can deduct on your tax return.

Knowing your tax bracket opens up a huge number of planning opportunities that have the potential to save you taxes and increase your investment returns.

When you move assets from a traditional IRA into a Roth IRA, the switch can be to your advantage, but there are risks as well. Financial experts call this move a “Roth conversion.”

Because states offer different incentives for college savings, your state of residence can play a large role in how you prioritize different savings opportunities. Tools like 529 savings plans, state tax credits, and matching savings programs vary by state, creating a checkerboard of different savings opportunities.