Your Betterment tax forms will be available in early February. You can download them at Betterment.com.
You have until April 15 to contribute to your 2014 IRA.
First, there is denial. Then relief, and then possibly a nice refund after it’s all said and done.
Whether you are collecting receipts in a shoebox—or have everything neatly organized so that you can file the minute your tax forms are ready—here’s a calendar to keep you on track this tax season.
Your 2015 Tax Season Calendar
Key dates to remember
When deciding whether to roll over a retirement account, you should carefully consider your personal situation and preferences. The information on this page is being provided for general informational purposes and is not intended to be an individualized recommendation that you take any particular action.
Factors that you should consider in evaluating a potential rollover include: available investment options, fees and expenses, services, withdrawal penalties, protections from creditors and legal judgments, required minimum distributions, and treatment of employer stock. Before deciding to roll over, you should research the details of your current retirement account and consult tax and other advisors with any questions about your personal situation.
Displaying Performance to Shape Better Investor Behavior
Understanding your accounts’ performance can feel complicated. We’re advancing how we display performance to help answer your questions and make stronger investment decisions.
New Tax Bill: How to Plan During Tax Reform Ups and Downs
To help you navigate the uneasy waters of new tax legislation, here are three tips on how to plan during the ups and downs of tax reform.
How to Do a Direct IRA Transfer
A transfer of your IRA to Betterment is easy and can be done online in four simple steps.
How would you like to get started?
Your first step toward a smarter investing future starts here.
Create a Betterment account
Go ahead and join the smart, modern way to invest.
Select an investing goal
Answer a few questions, and we'll recommend a portfolio for you.
See what we can do for you
Tell us a bit about yourself, and we'll show you the benefits of investing with us.
Get a free investing checkup
Help us get a sense of your investing approach and see how you could improve.
Transfer a 401(k) or an IRA
Move an existing retirement account into a Betterment IRA.
Download the mobile app
Enjoy the Betterment experience anywhere on the go.