Head of Tax, Betterment
Eric is Betterment's Head of Tax. His experience includes working for Ernst & Young and Fidelity Investments. Eric holds M.S. degrees in Accounting and Taxation from Seton Hall University as well as an MBA in Quantitative Finance from NYU. He also serves as an adjunct taxation professor at Seton Hall University.
Convert or Recharacterize—What’s the Difference For Your IRA?
If conversions and recharacterizations are foreign to you, don’t worry. We’re here to help you decipher IRS jargon and learn the differences between the two.
5 Hacks to Get More from Your IRA
You already know that contributing to an IRA is a smart move for building retirement savings. Take it a step further by using these five hacks to make the most of your money.
Taking Time Off From Work Can Be A Secret Tax Opportunity
If you’re taking off time from work—e.g. sabbatical, leave of absence, or traveling the world—you might be able to take advantage of a special tax boon if you put money toward retirement.
State and Local Taxes Affect Your Wallet
There are other types of taxes besides income tax. We’ll walk you through common types of state and local taxes, and provide tips on how you can minimize your tax liability so that you can keep more money in your wallet.
Tax Deductions: Reading Between the Lines
Tax deductions can lower the amount of income that you end up paying taxes on. We’ll highlight popular above-the-line deductions and below-the-line deductions you may want to consider.
Put Your Tax Refund To Work—We’ll Show You How
You finally got your tax refund. Now what? We’ll show you how to put it to use so that you can get the most of your money.
3 Time-Sensitive Tax Moves to Consider this December
Tax planning can help you make the most of your hard-earned money, and December is a great time to do it.
What Should I Know About Taxes on My Investment Accounts?
An informed and educated investor can make better decisions if they know the unique tax attributes of each type of investment account.
Our Head of Tax: 6 Tax Filing Hurdles When Investing
Taxes can be confusing, even for the most savvy investors. Enter Eric Bronnenkant, our Head of Tax, with six things to look out for when filing your taxes while investing.
9 Tax Planning Moves to Consider Before 2018 Ends
As we approach the end of the year, keep in mind year-end financial opportunities, especially tax-smart moves that could help you keep more of what you’ve earned.