Articles tagged Tools and Calculators
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401(k)s and IRAs 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. Read More
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Advanced Investing Asset Location Calculator: See the Potential Benefits of Tax-Coordinated Portfolio™
Try our calculator to estimate additional after-tax returns with Tax-Coordinated Portfolio™. Read More
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401(k)s and IRAs Traditional or Roth 401(k)? Decide with This 401(k) Calculator
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 is a better fit for you. Read More
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Investment Income How Much Social Security Income Can You Expect?
Not sure how much Social Security income to expect in retirement? Let Betterment’s calculator show you. Read More
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401(k)s and IRAs This Calculator Helps You Decide Whether to Invest in a 401(k), IRA, or Both
Should you invest in a 401(k) or IRA? Betterment’s calculator helps you do the math and decide. Read More
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Portfolio Management 4 Myths About Diversification
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. Read More
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Behavioral Finance Quiz: Do You Understand Diversification?
We’ve created a quiz for you to see how much you know about investment diversification. Read More
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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
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Planning Ahead How We Use Your Income to Calculate Retirement Spending
Learn how your current income plays a role in calculating your desired retirement spending level in the future. Read More
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Behavioral Finance Quiz: How Easy Is It to Beat a Buy-and-Hold Portfolio?
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. Read More
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401(k)s and IRAs IRA Calculator: Which Is the Right Type for Your Savings Goals?
Betterment’s IRA calculator can help you determine whether a traditional or Roth IRA is best suited for you. Read More
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Portfolio Management How Does Betterment Calculate Investment Returns?
Use our interactive tool to see the difference between time-weighted, money-weighted and simple return. Read More
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Portfolio Management It’s About Time in the Market, Not Market Timing
Explore how the length of an investing period impacted annual returns from 1928 to 2014. Read More
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ETFs Investment Selection: Building Portfolios, Fund by Fund
Building and managing an investment portfolio is a bit like building a piece of furniture. Here are the tools we used. Read More
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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
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