This season, the tax filing deadline is Monday, April 18, 2016.
Your Betterment tax forms will be available in early February. You can download them from the Activity tab of your account at Betterment.com.
You have until April 18 to contribute to your 2015 traditional or Roth IRA.
Tax season has arrived.
There’s the potentially sweet refund, but first, the annoying part: hunting for and gathering your documents, and actually filing your taxes.
It’s also a good time to take care of other financial business, like maxing out an IRA or rolling over an old 401(k).
To help you stay on track with filing your tax return from now until tax day April 18, take advantage of our tax calendar:
When deciding whether to roll over a retirement account, you should carefully consider your personal situation and preferences. The information on this page is being provided for general informational purposes and is not intended to be an individualized recommendation that you take any particular action.
Factors that you should consider in evaluating a potential rollover include: available investment options, fees and expenses, services, withdrawal penalties, protections from creditors and legal judgments, required minimum distributions, and treatment of employer stock. Before deciding to roll over, you should research the details of your current retirement account and consult tax and other advisors with any questions about your personal situation.
How We Use Your Dividends To Keep Your Tax Bill Low
Every penny that comes into your account is used to rebalance dynamically—and in a tax-savvy way.
Investing’s Pain Gap: What You Put Up with To Earn Returns
Markets are frustrating—especially when you look at a year’s worth of returns. Year to year, you can easily experience what we call the pain gap. The key is to not let the pain gap create a behavior gap between your account and market performance.
Tax Deductions: Reading Between the Lines
Tax deductions can lower the amount of income that you end up paying taxes on. We’ll highlight popular above-the-line deductions and below-the-line deductions you may want to consider.
Explore your first goal
This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.
Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.
If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.