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Eric Bronnenkant

Head of Tax, Betterment

Eric Bronnenkant

About Eric

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.

Articles written by Eric

Save for Retirement While You’re Self-Employed

Entrepreneurs and small business owners have several options for saving for retirement while saving on taxes.

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.

2019 Retirement Plan Contribution Limits and Rules

For 2019, the IRS introduced changes to IRA and 401(k) plan contribution limits and income thresholds. See how these changes might affect your retirement goals.

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.

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