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the Editorial Staff

Betterment Resource Center

Betterment Editors

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.

Articles written by the Editorial Staff

Betterment Everyday™ Checking FAQ

We are releasing access to Betterment Everyday™ Checking over time, rather than all at once. If you are on the waitlist, we will notify you via email when your spot opens up.

Understanding Inherited IRAs

Learn what inherited IRAs are, how to roll over your inherited IRA, and other considerations you may want to be aware of.

High-Yield Savings Accounts: The Ultimate Guide

High-yield savings accounts can offer higher interest rates than traditional counterparts. Learn everything you need to know about them in this guide.

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.

Betterment Everyday™ Cash Reserve FAQ

We want to help you make the most of your everyday money. Learn about Betterment Everyday™ Cash Reserve.

The Benefits of Tax Loss Harvesting+

We’ve automated tax loss harvesting which can help you save on taxes over time. Learn about the benefits of TLH+.

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.

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.

See details and disclosure for Betterment's articles and FAQs.