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.
Articles written by Eric
Congress Just Passed the SECURE Act—Here’s What You Should Know
The government is taking steps to make your retirement more secure. Find out how the new changes might affect you.
If You Live In Pennsylvania, These Tax Rules Might Help You Save On Taxes
If you're a Pennsylvanian, it’s important to be aware of certain tax rules so that you can save more of your hard-earned money.
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.
If You Live In New Jersey, These Tax Rules Might Help You Save On Taxes
If you're a New Jerseyan, it’s important to be aware of certain tax rules so that you can save more of your hard-earned money.
If You Live In New York, These Tax Rules Might Help You Save On Taxes
If you're a New Yorker, it’s important to be aware of certain tax rules so that you can save more of your hard-earned money.
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.