How do I get the most out of my Tax Coordination?

Asset location works when you have more than one funded account that is taxed differently (such as a taxable, Traditional IRA, and Roth IRA). You should expect more benefit if the accounts are funded with relatively similar balances, and the most benefit if you have meaningful funds in all three types of accounts.

Tax Coordination can only manage investments held at Betterment. To maximize your tax-saving opportunities, consider moving additional accounts to Betterment.