Tax Planning

If you're a New Jerseyan, it’s important to be aware of certain tax rules so that you can save more of your hard-earned money.

If you're a New Yorker, it’s important to be aware of certain tax rules so that you can save more of your hard-earned money.

If you’re taking off time from work—e.g. sabbatical, leave of absence, or traveling the world—you might be able to take advantage of a special tax boon if you put money toward retirement.

There are other types of taxes besides income tax. We’ll walk you through common types of state and local taxes, and provide tips on how you can minimize your tax liability so that you can keep more money in your wallet.

Every penny that comes into your account is used to rebalance dynamically—and in a tax-savvy way.

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.

Tax planning can help you make the most of your hard-earned money, and December is a great time to do it.

Learn more about how you can set up withholding from your IRA distributions, so that we can send taxes directly to the IRS on your behalf.

Learn more about how you can donate shares directly to charity, which can result in tax benefits.

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?