Financial Planning Professional, Betterment
Andrew Westlin is a financial planning professional at Betterment, where he provides personalized advice to customers. Passionate about financial planning and analysis, Andrew answers customer questions every day over the phone or via Betterment's mobile app.
Roth or Traditional: Which IRA is Right for You?
Individual Retirement Accounts (IRAs) are popular because of their flexibility. We’ll help you choose which one is better for now and the long term.
The Benefits of Rolling Over Your 401(k) or 403(b) into an IRA
Rolling over an old employer-sponsored retirement plan into an IRA can be highly beneficial. Here are three reasons to consider rolling over a 401(k) or 403(b).
How to Execute a Roth Conversion
When you move assets from a traditional IRA into a Roth IRA, the switch can be to your advantage, but there are risks as well. Financial experts call this move a “Roth conversion.”
What To Do When You Over-Contribute to an IRA
IRAs have contribution limits. Advisors like Betterment help to prevent you from over-contributing, but if you have multiple IRAs, you can easily over-contribute without meaning to. Learn what to do if you unintentionally contribute more than this year’s limit.