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Tax Optimization

Being tax-smart is about paying all the taxes you owe but planning effectively to make sure your tax liability isn't higher than it needs to be. Learn to make tax-smart decisions to take home more of the money you might earn.

The Benefits of Tax Coordination

The Benefits of Tax Coordination

We’ve automated asset location which can help you save on taxes over time.

How to Optimize Your 529 Contributions

How to Optimize Your 529 Contributions

We know that you want to help set up your loved ones for success. One way to invest in their education while saving on taxes is to contribute to a 529 education savings plan.

Tax Deductions: Reading Between the Lines

Tax Deductions: Reading Between the Lines

Tax deductions can lower the amount of income that you end up paying taxes on. We’ll highlight popular above-the-line deductions and below-the-line deductions you may want to consider.

Recent Articles

What is Tax Coordination? How Asset Location Works at Betterment

What is Betterment's approach to asset location? It's called Tax Coordination, and it's a built-in tax optimization strategy for retirement goals at Betterment.

5 Common Roth Conversion Mistakes

Converting your Traditional IRA to a Roth IRA can be a useful strategy for many investors. However, mistakes along the way can cost you—we’ll help you avoid them.

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.

Roth IRA Rules: Smart Ways to Minimize Taxes on a Conversion

Roth IRA rules can appear limiting on first glance—but you may be able to fund a Roth by rolling over funds from another account.

Reducing Taxes on Interest: Try Replacing Your Savings Account with Smart Saver

Learn how you can help minimize taxes on earnings by focusing on state and local tax advantages with savings account alternatives.

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 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.

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