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Tax Planning

Jon Stein: Automated Rebalancing and Your Tax Bill (video)

CEO Jon Stein explains how our automated rebalancing feature helps keep your tax bill as low as possible.

Articles by Betterment Editors

By the Editorial Staff
Betterment Resource Center  |  Published: February 24, 2014

Betterment makes sophisticated software that individuals can use to invest in a diversified portfolio with a personalized allocation.

Algorithmic rebalancing and dividend reinvesting keep short-term capital gains to a minimum.

At Betterment, we rebalance investments for our customers automatically—it’s built into our investing service so that you never have to worry about taking on this task yourself. As CEO Jon Stein explains, we don’t just automate this—we do it in a way to minimize your exposure to capital gains. Read more about how we use your dividends to keep your tax bill low.

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