Does Betterment offer additional assistance for RMDs?

You can leverage the help of our financial experts before starting your RMDs, to help ensure all of your financial decisions are coordinated to minimize taxes. Our team of financial professionals are happy to help you develop a tax smart financial plan as you approach your retirement years.

If you have a Betterment for Business 401(k), please contact your employer for instructions on how to take your RMD.