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Andrew Westlin

Financial Planning Professional, Betterment

andrewwestlin

About Andrew

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.

Articles written by Andrew

Managing Student Debt Without Compromising Financial Goals

If you're one of the millions facing student loan debt with no idea how to tackle it, there are options available to you that can help you manage your loans and get on track with the rest of your finances.

How To Invest When You Have Family Members With Disabilities

Having family members with disabilities requires lifelong planning that might not be easily addressed by typical financial planning advice. Planning appropriately for their lives can ensure they are protected and secure.

Why Flexibility is Key in Withdrawing Retirement Income

A strong retirement plan relies on proper preparation. But flexibility in your plan may be the most important quality you can have.

How To Make A Mega Backdoor Roth 401(k) Contribution

Looking to boost your retirement savings? Contributing above the $19,000 limit through after-tax contributions into a traditional 401(k) can help you maximize your savings with great tax benefits.

Affected by the Shutdown? We’re Here to Help.

As government employees continue to persevere through uncertainty, Betterment hopes to provide financial clarity for customers.

Roth vs. Traditional IRA Calculator: Which IRA is Right for You?

Individual Retirement Accounts (IRAs) are popular because of their flexibility. Use our calculator to help you choose which one is better for now and for 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 Make 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.

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