How does it work with a Retirement Goal and Tax Coordination?
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Tax Coordination still works with Flexible Portfolios. If you elect a Flexible Portfolio for your Retirement Goal, all Betterment investment accounts within your Retirement Goal will share the same Flexible Portfolio, with individual asset classes distributed using our asset location strategies. However, altering or removing asset classes may impact the effectiveness of Tax Coordination relative to its effectiveness when used with the Betterment Portfolio Strategy.