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Showing results for “taxes”

How to Save Taxes When Withdrawing from Your Retirement Income

A smart withdrawal strategy during retirement can help make your portfolio last longer, while easing potential tax burdens.

Women and Taxes: A Guide for 6 Different Scenarios

Betterment data suggests that women will have a wider variety of tax scenarios this year than men. In this comprehensive guide, we look at why, and the kinds of filing decisions women should consider.

With Market Timing, Even If You Win, You Lose (Hint: Taxes)

When you’re actively trading, short-term capital gains taxes will cripple your take-home returns.

Lower Taxes with Our Improved Cost Basis Accounting Method

Selecting tax lots in the most efficient way possible can determine your cost basis when reporting to the IRS.

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.

When Selling IPO Stock, Don’t Let Taxes Stand in Your Way

After an IPO, it's time to divest and diversify as efficiently as possible. Don't let the fear of taxes prevent you from making a smart move. Here's why.

Would You Pay $100 to Save $20 in Taxes?

Striving to minimize taxes? We are too. But don't let your determination to avoid taxes cut into your actual gains.

Our Irrational Aversion to Taxes

Why do we favor some financial opportunities over others, even though the outcome is the same?

How Portfolio Rebalancing Works to Manage Risk

Portfolio rebalancing, when done effectively, can help manage risk and keep you on track to pursue the expected returns you want to reach your goals.

Roth or Traditional: Which IRA is Right for You?

Individual Retirement Accounts (IRAs) are popular because of their flexibility. We’ll help you choose which one is better for now and the long term.

Take on More Control with Flexible Portfolios

You may be an experienced investor who enjoys Betterment but would like to change aspects of our recommended portfolios. Enter Flexible Portfolios.

Retirement Planning Advice That Matches How You Save

Betterment is constantly working to align our investment advice with what it’s really like to pursue your financial goals. Learn about how our retirement planning advice continues to improve.

What Is a Tax Advisor? Attributes to Look For

Since Betterment isn't a tax advisor, we often suggest that customers see a tax advisor regarding certain issues or decisions. Who exactly is a tax advisor and how should you think about picking one?

How’d the Market Do? That’s Harder To Answer Than You Think

In taxable investing, your after-tax return—the amount you “take home”—is what’s important. Yet far too many investors focus on market performance. Let’s look at the difference.

How to Use Your Bonus Wisely to Get a Tax Break

Bonuses are tricky. Here's how to make your bonus work harder for you by reducing the tax impact.

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