It's rollover season: Roll over an IRA or old 401(k) and get up to 1 year managed free. See details
Limited time offer: Sign up today and get up to 1 year managed free. See details
Goals and Advice
What to Do When You’re Itching to Invest in Bitcoin
Cryptocurrencies like Bitcoin and Ethereum are hot. We have some thoughts on how to responsibly scratch your "crypto-itch."
401(k)s and IRAs
The Benefits of Rolling Over Your 401(k) or 403(b) into an IRA
Rolling over an old employer-sponsored retirement plan into an IRA can be highly beneficial. Here are three reasons to consider rolling over a 401(k) or 403(b).
9 Ways We Advanced Betterment’s Advice in 2017
Here are a few members of the Betterment team to talk about why they're excited about the products you've been part of this year.
2017 was an exciting year for Betterment, and we’ve got our customers to thank.
Because you …
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.
The financial world is known for generating news headlines, and the Tax Cuts …
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.
Goals and Advice
How to Compare Socially Responsible Investing Solutions
Socially responsible investing is a way to invest in line with your values while still aiming to achieve your investment goals.
2018 Tax Season Calendar: The Dates You Need to Know
Before you get started with filing your taxes this year, take a look at our 2017 tax season calendar to make sure you’re aware of important tax deadlines.
Managing Your Allocation: How We Reduce Risk in a Portfolio as Your Goal Approaches
Automatically adjusting your allocation is one area of advice where automation can play a particularly important role for investors.
What Charity Navigator’s President and CEO Thinks about Betterment Charitable Giving
We wanted to learn how Betterment’s charitable giving service could affect the world of nonprofit development at large. So, we went to an expert: Michael Thatcher of Charity Navigator, the nation’s leading platform for helping donors make smart choices for their charitable donations.
Team of Experts
Tax Loss Harvesting+
TLH+ White Paper
How to Roll Over an IRA
How to Roll Over a 401(k)
Why an ETF Portfolio Serves You Better
Which IRA Calculator
Betterment for Business
Betterment for Advisors
How Betterment calculates "
Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.
Brokerage services provided to clients of Betterment LLC by
Betterment Securities, an SEC registered broker-dealer and member FINRA/ SIPC.
Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment's charges and expenses. Betterment's internet-based services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registered. Market Data by Xignite.
See how we determine the largest independent online financial advisor.
The information provided by Betterment Support is educational only and is not investment or tax advice.