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Rollovers and transfers

Can I transfer or roll over my existing SEP IRA to Betterment?

Published Sep. 01, 2018

Yes. Start the process today.

There are no negative tax consequences for a direct transfer.

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This is for marketing and educational purposes, not a personalized recommendation. Consider fees and options before rolling over.

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Information is educational only and not investment or tax advice. External links are educational, and do not imply Betterment’s endorsement. All screenshots are for illustrative purposes only.

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Investment Advice: Advisory services are provided by Betterment LLC, an SEC-registered investment adviser. Betterment LLC's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. Betterment is not a tax advisor.

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