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.
Filing Tax Forms as an Investor: 1099-B, 1099-DIV, 1099-R, and 5498
Your tax forms will be ready on Feb. 15, 2019. Find answers to common tax filing questions we hear from investors like you.
Reporting Investment Income on Your Taxes: Foreign, U.S. Government, and State
Investing in a globally diversified portfolio means that your taxes will have an added layer of complexity.
Importing Tax Forms Into Tax Software: TurboTax, H&R Block, and TaxAct
With Betterment, you can automatically import your tax information into TurboTax, H&R Block, and TaxAct.
Explore your first goal
This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.
Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.
If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.
How would you like to get started?
Your first step toward a smarter investing future starts here.
Create a Betterment account
Go ahead and join the smart, modern way to invest.
See what we can do for you
Tell us a bit about yourself, and we'll show you the benefits of investing with us.
Get a free investing checkup
Help us get a sense of your investing approach and see how you could improve.
Transfer a 401(k) or an IRA
Move an existing retirement account into a Betterment IRA.
Download the mobile app
Enjoy the Betterment experience anywhere on the go.