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.
Frequently Asked Questions about Betterment
Just starting out exploring Betterment? These are the frequently asked questions that help people find their way.
How Does Betterment Calculate Investment Returns?
Understanding and using time-weighted and money-weighted returns within your Betterment dashboard.
If You Live In New Jersey, These Tax Rules Might Help You Save On Taxes
If you're a New Jerseyan, it’s important to be aware of certain tax rules so that you can save more of your hard-earned money.
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.