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401(k)s and IRAs Your Guide to Betterment Rollovers
Moving your money to a new financial institution can be tedious and complicated. At Betterment, our goal is to make it easy and automatic. Here, we break down each rollover method and explain which might be right for you. Read More
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401(k)s and IRAs 2017 Retirement Plan Contribution Limits and Rules
This year will see a limited number of changes to retirement plan contribution and income limits—check here to see how they may affect your plan options. Read More
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401(k)s and IRAs How to Roll Over Your 401(k) to Betterment
Betterment makes rolling over your 401(k) simple and efficient. Get started online, or with a rollover concierge. Read More
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Retirement How the Future of Financial Legislation Will Empower Investors
Betterment isn’t just leading the way as the first automated investment service—we’re also supporting future legislation to improve our customers’ financial lives. Read More
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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
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401(k)s and IRAs Are You Overwhelmed With 401(k) Paperwork? The RETIRE Act Can Help
Currently, you must opt-in to receive 401(k) statements electronically, instead of via snail mail. A proposed law could change that, making e-statements the norm and saving the industry millions in the process. Read More
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Planning Ahead Time to Prepare Your Estate Plan? Consider These Estate Planning Tips
An estate plan helps to ensure that your wishes regarding your health and assets are clear and can be followed accordingly, before and after your death. Read More
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Planning Ahead Top 3 Life Insurance Policy Riders to Consider
When shopping for a life insurance policy, you can pick from additional riders and features. Find out which ones Haven Life believes are most crucial to help protect you and your family. Read More
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401(k)s and IRAs Calling All Employers: Are You Setting Your Employees Up for Retirement Success?
New research finds that employees are neither confident about when they can retire, nor about how their 401(k) plans operate. Employers can address this by choosing new digital advice tools and robust, low-cost 401(k) plans to help their employees better prepare for retirement. Read More
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401(k)s and IRAs The True Cost of an Early 401(k) Withdrawal
Tapping into your 401(k) isn’t as easy as cracking into a piggy bank. It’s also more expensive. After early withdrawal penalties (and losing out on future earnings) what's left of your 401(k) balance is far less than expected. Read More
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401(k)s and IRAs Get Started With Your Betterment 401(k)
Are you a new Betterment 401(k) plan participant? Set up and start contributing to your account with our Getting Started Guide. 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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401(k)s and IRAs A New Day for Investors: The Fiduciary Rule Is Here
The fiduciary rule will help to ensure that financial institutions act in investors’ best interests when providing retirement advice. Read More
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Planning Ahead 3 Important Types of Insurance to Have When Preparing for Retirement
No longer able to rely on pensions, people who are in the middle of their careers must now consider these less common but important types of insurance. 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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