Betterment's IRA specialists can help you open an account in only minutes.
Our rollover process is one of the quickest in the industry.
You know who you are! The tax return remains defiantly unfinished. The IRA remains unfunded. And with the passing of days your dread grows larger and your shame grows deeper.
“April 15th is almost here!” you wail. “What if I don’t max out my IRA in time?… I’m just so busy!”
We hear you! Doing your taxes stinks. Plus you have far better – or more pressing – things to do. We know this.
But… spend a second with the graph below. That’s the difference between maxing out your IRA before April 15 (and doing it every year), and not doing it at all.
That could be half a million of your money, not going to work.
So swat that monkey off your back. Find five minutes in the next ten days. Do your taxes. And fund your IRA, or open a new one.
And if you’re feeling super organized, you can max it out for 2013 early, and increase returns by $705.00.
3 Tax Planning Opportunities to Consider Before 2017 Ends
With a new tax reform bill signed into law, Betterment has several scenarios investors should consider as they anticipate changes to their financial plan.
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.
15 Year-End Tax Moves to Lower Your Tax Bill
Year-end planning is about finding the right year in which to earn additional income or to spend money on more tax deductions.
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