the Editorial Staff
Betterment Resource Center
About the Editorial Staff
The editorial staff at Betterment aims to keep the Resource Center up to date with our evolving approach to financial advice, our product offerings, and new research. Articles attributed to the editorial staff may have originally been published under other Betterment team members or contributors. Read more detail on the Betterment Resource Center.
The Benefits of Tax Coordination
We’ve automated asset location which can help you save on taxes over time.
Empowering our Community: Introducing the SHARE Series
Betterment’s new series is a platform designed to bring women in the tech community together to lead, learn, and grow.
Building for Better: Gender Inclusion at Betterment
Betterment sits at the intersection of two industries with large, historical gender gaps. We’re working to change that—for ourselves and our industries.
How to Do a Direct IRA Transfer
If this is your first direct IRA transfer, don’t worry. We help process direct IRA transfers every day, and we’re here to make it as easy for you as possible.
What is Tax Coordination? How Asset Location Works at Betterment
What is Betterment's approach to asset location? It's called Tax Coordination, and it's a built-in tax optimization strategy for retirement goals at Betterment.
The Betterment Rollover: A Fast Track to a Better Financial Future
Roll over a Traditional, Roth, or SEP IRA—and start yourself on the path to a better financial future.
Reporting Investment Income on Your Taxes: Foreign, U.S. Government, and State
Investing in a globally diversified portfolio means that your taxes will have an added layer of complexity.
Filing Tax Forms as an Investor: 1099-B, 1099-DIV, 1099-R, and 5498
Find answers to common tax filing questions we hear from investors like you.
Importing Tax Forms Into Tax Software: TurboTax, H&R Block, and TaxAct
With Betterment, you can automatically import your tax information into TurboTax, H&R Block, and TaxAct.
ACATS: Automating Asset Transfers
Betterment uses the ACATS method (Automated Customer Account Transfer Service), which automates transfers of assets and cash between brokerage firms. Generally, an ACATS transfer is faster and more convenient than other types of transfers.