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.
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 Planning Opportunities to Consider Before 2017 Ends
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.
Can’t Wait for Your Tax Refund? Neither Can Hackers
Tax fraud impacts thousands of taxpayers every year. We’ve compiled four quick tips to help protect you against tax fraud and other forms of identity theft.
6 Tax Strategies That Will Have You Planning Ahead
Here are six tax tips you can follow now to help save money on your taxes in 2017—and years to come.
Your Tax Return: Plan Ahead with Betterment
Thinking about how to file your tax return? As with your investments, Betterment helps keep tax prep efficient and simple.
How to Save Taxes When Withdrawing from Your Retirement Income
A smart withdrawal strategy during retirement can help make your portfolio last longer, while easing potential tax burdens.
Your 2016 Tax Season Calendar
Tax season doesn’t have to be stressful. Follow our tax season calendar for an easier route to April 18.
Buying a Second Home? 4 Tax Considerations
Buying a vacation property is a great investment goal if you know how to maximize the income and tax deductions.
Women and Taxes: A Guide for 6 Different Scenarios
Betterment data suggests that women will have a wider variety of tax scenarios this year than men. In this comprehensive guide, we look at why, and the kinds of filing decisions women should consider.