Free for 90 days: Sign up now and get 90 days managed free after your first deposit. See offer details

Coming soon: our new one-on-one advice packages. Learn more

Now available: our new one-on-one advice packages. Learn more


Betterment Says New ‘Tax Drag’ Algorithm Will Boost Returns

By Barbara Friedberg

Betterment’s new Tax-Coordinated Portfolio sounds like the proverbial free lunch. Rearrange where your financial assets are located and you’ll boost your overall returns. In fact, the site claims that their new tax-coordinated portfolio has turned the concept of asset location into a science. And if implemented according to their parameters, Betterment asserts that the value of your investment portfolio will grow by an additional 15% over 30 years or 0.48% annually.

Read the Original Article

This article originally published October 21st, 2016 on Investopedia


Search our site