A Backdoor Route to a Roth IRA and the Benefits of Vertical Integration
A weekly round-up of content, curated by the Betterment community.
From around the web:
There’s one official month left of tax season. Check out these tax breaks and see if you qualify for any before filing.
If you’re a high earner who yearns for the post-tax benefits of a Roth IRA, there may be a backdoor option for you.
Why We are Not Really All Doomed (Mr. Money Mustache)
One of our favorite early retirement bloggers explains why sound, long-term investing principles is the perfect antidote for catastrophic thinking.
Mars, Venus and the Handling of Money (New York Times)
Betterment’s own MP Dunleavey wrote this essay about how men and women approach money management. Financial advisors and customers alike can benefit from her wisdom.
Don’t miss these on the Betterment blog:
We are the first and only online investment manager to take this ultra-efficient approach.
We set out to make investing better — and we have. Betterment customers can expect returns 1.48% higher than the average DIY investor.
Have a great weekend and happy reading!
Betterment Office Hours: April 8, 2020
Watch the video from our first Advice and Investing Office Hours and get answers to questions that customers just like you asked our team.
On Hold? We’re Here. Promise.
Read the open letter from our CEO to learn how Betterment is addressing the increased servicing demands of a growing customer base.
Betterment Checking Roadmap
See all the details for how Betterment is planning to advance Checking.
How would you like to get started?
Manage spending with Checking
Checking with a Visa® debit card for your daily spending.
Save cash and earn interest
Grow your cash savings for general use for upcoming expenses.
Invest for a long-term goal
Build wealth or plan for your next big purchase.
Invest for retirement
Set up traditional, Roth, or SEP IRAs to save for the golden years.