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Alex Benke, CFP®

VP of Advice and Investing, Betterment

Alex Benke, CFP®

About Alex

Alex is a Certified Financial Planner™ and Betterment's VP of Financial Advice and Planning. He has over 14 years of experience working in the financial industry and his passion is helping increase investor success through technology.

Articles written by Alex

2019 Retirement Plan Contribution Limits and Rules

For 2019, the IRS introduced changes to IRA and 401(k) plan contribution limits and income thresholds. See how these changes might affect your retirement goals.

Investing in Your 30s: 3 Goals You Should Set Today

It’s never too early or too late to start investing for a better future. Here’s what you need to know about investing in your 30s.

Investing in Your 40s: 4 Financial Goals You Should Fund at Mid-Life

In your 40s, your priorities and investing goals become clearer than ever; it’s your mid-life opportunity to get your goals on track.

Roth IRA Rules: Smart Ways to Minimize Taxes on a Conversion

Roth IRA rules can appear limiting on first glance—but you may be able to fund a Roth by rolling over funds from another account.

Effective Altruism: Give Back the Way You Invest—Empirically.

Effective Altruism is the simple idea that you can increase the value you give to the world by more thoughtfully applying your resources.

On Guns and Investing: Our Response

The Betterment SRI portfolio represents a reduction in exposure to weapons manufacturers compared to conventional portfolios, but it isn’t perfect. There’s a good reason for that.

3 Tax Moves to Make Before 2017 Tax Bill Goes into Effect

With a new tax reform bill signed into law, Betterment has several scenarios investors should consider as they anticipate changes to their financial plan.

Introducing Charitable Giving by Betterment

Starting Giving Tuesday, Betterment customers will be able to donate shares from taxable accounts to charitable organizations.

Advancing the Betterment Portfolio Strategy

Betterment’s core portfolio strategy is based on Nobel Prize-winning research. We continually improve the portfolio strategy over time in line with our research-focused investment philosophy.

Understanding Our Socially Responsible Investing (SRI) Portfolio

Betterment is moving the category forward for socially responsible investors by offering an SRI portfolio that is fully diversified and keeps costs low.

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