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.
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
Your tax forms will be ready on Feb. 15, 2019. 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.
Understanding Betterment’s Smart Saver
Smart Saver is a low-risk solution for your extra cash, as well as an alternative to a low-yield savings account.
Get Started With Your Betterment 401(k)
Are you a new Betterment 401(k) plan participant? Set up and start contributing to your account with our Getting Started Guide.
Investing in Your 50s: 4 Practical Tips for Retirement Planning
In your 50s, you’ll want to assess your retirement plan, lifestyle, future earnings, and support for your family. Then, practice goal-based investing to help ensure your objectives are met.
3 Tips for Managing Money Effectively as a Cohabiting Couple
Unmarried couples living together likely have just as much joint financial responsibility as married couples. Here are three practical tips to help couples manage and invest money together, even if they’re not legally bound to do so.
Betterment Now Serves More Than 100,000 Customers
Since January 2015, Betterment has more than doubled the size of assets under management and now manages $2.5 billion for more than 100,000 customers.