Resources ‹ Tax Efficiency s s Articles tagged Tax Efficiency Taxes 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. Read More 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. Read More ETFs The ETF: Portfolio Management’s Best Tool We believe ETFs’ superior cost, transparency, and tax management make them the ideal investment tools for the modern world. Read More Behavioral Finance Why Comparing Returns Is a Bad Way to Choose an Investment Manager Short-term or recent returns give little information about future returns, and they increase the odds you’ll make a bad decision. Read More ETFs Eliminating the Black Box: How We Automated ETF Selection The 30 funds we use in our portfolio were selected on merits so clear that we codified it. Here’s how we narrowed our ETFs down to 30 from more than 1,600 choices. Read More Goals and Advice 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? Read More ETFs When “Tax Efficiency” Means Lower Investor Returns Marketing jargon can make this term mean a lot of different things. Here’s the right way to consider tax efficiency when selecting portfolio funds. Read More Goals and Advice What is a Robo-Advisor? Betterment automatically manages your portfolio so you don't have to worry about your investments. 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.