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.
New Tax Bill: How to Plan During Tax Reform Ups and Downs
To help you navigate the uneasy waters of new tax legislation, here are three tips on how to plan during the ups and downs of tax reform.
What Is a Tax Advisor? Attributes to Look For
Since Betterment isn't a tax advisor, we often suggest that customers see a tax advisor regarding certain issues or decisions. Who exactly is a tax advisor and how should you think about picking one?
Acceptable Reasons for Holding Unused Cash in Smart Saver
When you aren't yet sure when or how to spend or invest your unused cash, we offer Smart Saver, a managed account designed to handle your extra cash.
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Transfer a 401(k) or an IRA
Move an existing retirement account into a Betterment IRA.
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