Tools and Calculators

Understanding and using time-weighted and money-weighted returns within your Betterment dashboard.

Many employer-sponsored retirement plans now offer a Roth 401(k) in addition to a Traditional 401(k). Use our calculator to find out which could be a better fit for you.

Not sure how much Social Security income to expect in retirement? Let Betterment’s calculator show you.

What is diversification? Many investors know that they should be diversified, but don’t understand what that really means. Here, we break it down for you—along with four big misconceptions about being diversified.

Research shows most people don’t understand how much diversifying their investments impacts their performance. We’ve created a quiz for you to see how much you know about investment diversification.

Learn how your current income plays a role in calculating your desired retirement spending level in the future.

One of the illusions that many investors have is that it’s worth trying to beat the market. It’s time to put your knowledge to the test and take our quiz.

Explore how the length of an investing period impacted annual returns from 1928 to 2014.

Building and managing an investment portfolio is a bit like building a piece of furniture. Here are the tools we used.

We added a municipal bonds asset class to make your non-IRA portfolio even more tax efficient.