Selecting an IRA: Ask Yourself ‘Tax Free Now or Later?’ (video)
The best choice for you may depend on your current income tax rate, your future projected income tax rate and possibly other factors.
With Traditional IRAs, you can get tax deductions now for contributions.
With Roth IRAs, you get tax-free withdrawals later.
The maximum contribution is $5,500 per year (it's $6,500 if you're age 50 or over).
If you’re still in limbo with a 401(k) or other type of rollover, never fear—we can help you. One the first decisions to make is whether to use a Roth or Traditional account. Sarah Michaelson, Betterment’s manager of customer success, breaks down the ins and outs of each kind of IRA.
Your Guide to Betterment Rollovers
Moving your money to a new financial institution can be tedious and complicated. At Betterment, our goal is to make it easy and automatic. Here, we break down each rollover method and explain which might be right for you.
Redesigning How You Manage Your Finances at Betterment
Our new design represents a synthesis of a large body of customer feedback. We hope it meets your expectations.
Using Investment Goals at Betterment
Goal-based investing. The idea is prized among financial advisors—and our team at Betterment—but to the everyday investor, it’s often difficult to put into practice.
How would you like to get started?
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