Can I roll over into a Retirement goal after I enable Tax Coordination?
Published | Updated
Yes. You can initiate a rollover by clicking “Rollover” on the Transfer tab of your Betterment account and following the instructions.
If you haven’t yet set up your retirement goal using Tax Coordination, you may want to consider rolling over first. Adding an IRA after setting up your portfolio won't cause any harm, but it may take longer for your portfolio to reach its optimal location. This is because we protect your portfolio from unnecessary taxes by making smaller rebalances in your taxable accounts.