Resources ‹ tax loss harvesting s s Articles tagged tax loss harvesting Inside Betterment Before We Move Forward, Let’s Look Back: Our 2016 Year in Review In the spirit of constantly learning—something we at Betterment can’t live without—we’ve put together a 2016 retrospective for our customers. Read More 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 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. Read More Portfolio Management How Will the Election Affect Your Investments? Elections and political events aren’t likely to impact your long-term returns. Instead, focus on lowering your fees where possible, and maximizing your tax efficiency across your portfolio. 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 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 Product News 3 Ways Betterment Caters to Couples Are you one half of a “Better Couple”? Discover the top three features that benefit couples who invest with Betterment. Read More Goals and Advice A Live Q&A with Betterment’s Director of Investing On Friday, Jan. 22, Betterment held a live educational question and answer session with our very own Director of Behavioral Finance and Investing, Dan Egan. Here’s the recap. 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 Advanced Investing Fractional Shares Improve Portfolio Efficiency Betterment’s fractional share technology ensures that Tax Loss Harvesting+ is effective, regardless of your investment size. Read More Product News Introducing Tax Loss Harvesting+ Our service is twice as effective as other TLH strategies. Read More Product News Portfolios Now Include Municipal Bonds We added a municipal bonds asset class to make your non-IRA portfolio even more tax efficient. 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.