Free for 90 days: Sign up now and get 90 days managed free after your first deposit. See offer details

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

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

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

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.

Recent Articles

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?

Betterment helps you easily donate shares to charity by suggesting the tax-optimized value of your appreciated shares.

How to Determine the Tax-Deductible Value of Donated Shares

As part of optimizing your portfolio for taxes, you should assess how much of your invested money you can donate to reduce capital gains tax, instead of donating cash.

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.

Search our site

For more information and disclosures about the Betterment Resource Center, click here. | See our contributors.