Can I change the allocation of a goal using Tax Coordination?

You can change the overall allocation of your Retirement Goal with Tax Coordination at any point, by selecting your retirement goal from the menu and then clicking "Portfolio Analysis". You'll be able to review your current allocation and Betterment's suggestion for you. When ready to make an adjustment, click " Adjust."

It’s important to remember that changing your allocation could trigger taxable events. Don’t worry, our Tax Impact Preview will show you a real-time tax estimate before you confirm the transaction.

If you decide you no longer want these accounts coordinated, contact us and we’ll be happy to help.