Resources ‹ IRS s s Articles tagged IRS Taxes 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. Read More Planning Ahead If You’re Supporting Both Your Parents and Children, These Tax Benefits May Help If you’re financially responsible for both your parents and children, follow these tips to help maximize your tax benefits. Read More Goals and Advice How to Maximize Your Tax Benefits from Charitable Donations When you make charitable contributions, you can maximize the benefits of your tax bill by strategically planning how and what you’re donating. Read More Goals and Advice 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. Read More Taxes Should You File Your Return Now or on April 15? The final piece of your tax season game plan is carefully timing when to file your tax return. Here’s why. Read More Taxes What Married Taxpayers Lose By Filing Separately If you’re married, deciding how to file your taxes—jointly or separately—may make a difference in how much you pay. Here’s what you need to consider. Read More Taxes Your 2014 Tax Return: Planning Ahead with Betterment Getting ready to file your 2014 tax return? Like with your investments, Betterment helps keep tax prep efficient and simple to do. Read More 401(k)s and IRAs 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. Read More Taxes Your 2015 Tax Season Calendar Tax season doesn't have to be stressful—follow along with Betterment's tax season calendar for a smarter route to April 15. Read More Product News Avoid Surprises with Tax Impact Preview Betterment continues to make investing more transparent and tax-efficient, and empowers you to make smarter financial decisions. Read More Taxes 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. Read More What Betterment Offers Retirement Solutions at Betterment We provide solutions for every stage of retirement planning. Betterment IRAs Rolling over to a Betterment IRA involves almost no paperwork and allows customers to be invested in as little as two days.