Everyone's situation is unique – tell us how long you need your retirement savings to last and how much you anticipate needing.
We take the information you give us, recommend an allocation, and tell you a safe amount to withdraw from your nest egg. Portfolio performance and inflation are factored into our ongoing advice, but you have the final say.
Set up auto-withdrawals directly from Betterment to your checking account. It's like you never stopped receiving a paycheck.
Annuities can be secure, but lock up your cash and can charge high fees.
CDs and bond ladders have rock-bottom returns.
We go beyond conventional wisdom like the 4% Rule, providing a thoughtful solution for your money.
Our investment experts constantly evaluate the best ways to put your money to work. Betterment portfolios are completely liquid, and you can access your money at any time.
Holistic Financial Planning
Quantitative & Behavioral Finance
Quantitative Portfolio Management
Capital Markets & Trade Execution