Showing results for “rollovers”
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.
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.
6 Tax Strategies That Will Have You Planning Ahead
Here are six tax tips you can follow now to help save money on your taxes in 2017—and years to come.
Your Tax Return: Plan Ahead with Betterment
Getting ready to file your 2016 tax return? As with your investments, Betterment helps keep tax prep efficient and simple.
How to Roll Over Your 401(k) to Betterment
Betterment makes rolling over your 401(k) simple and efficient. Get started online, or with a rollover concierge.
Investing in Your 50s: 4 Practical Tips
In your 50s, you’ll want to assess your retirement plan, lifestyle, future earnings, and support for your family. Then, practice goal-based investing to help ensure your objectives are met.
Investing in Your 30s: 3 Goals You Should Aim to Have
It’s never too early or too late to start investing for a better future. Here’s what you need to know about investing in your 30s.
The Betterment Rollover: 60 Seconds to a Better Financial Future
Our 60-second rollover process is among the fastest in the industry. Roll over a traditional, Roth, or SEP IRA—and be on the path to a better financial future.
How to Invest $10 Million with a Robo-Advisor
While everyone seems to know how to get started with Betterment, some might wonder, how are the wealthiest customers using a robo-advisor?
The Best Job in the World
Five years after we debuted Betterment at TechCrunch Disrupt, I am more excited about the future of our smarter investing technology than ever.
How to Do a Direct IRA Transfer
A transfer of your IRA to Betterment is easy and can be done online in four simple steps.
Good Habits: How to Achieve Your New Year’s Resolutions
Make it easier to accomplish your goals by making the execution as effortless as possible.
5 Tax Law Changes in 2015 You Need to Know
Increased 401(k) limits can help savers put away more money for retirement in 2015—but some new restrictions are coming for IRAs.
How to Roll Over Your 403(b) to Betterment
Betterment makes rolling over your 403(b) simple and efficient. Get started online, or with one of our rollover specialists.
Roth IRA Rules: Smart Ways to Avoid Taxes on a Conversion
Roth IRA rules can appear limiting on first glance—but you may be able to fund a Roth by rolling over funds from another account.