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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.

Put Your Tax Refund To Work—We’ll Show You How

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?

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

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.

Recent Articles

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

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.

3 Tax Moves to Make Before 2017 Tax Bill Goes into Effect

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

How Many Tax-Deductible Shares Can You Donate to Charity in a Year?

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

How to Estimate Your Tax Bracket When Investing

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.

How to Execute a Roth Conversion

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.”

How the State You Live in Affects Your College Savings Strategy

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.

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