Will you have a comfortable retirement?
Saving for retirement can be stressful and complicated—we're here to help you prepare for the retirement you deserve.
Planning tools that offer personalized advice for you.
Our retirement calculator factors in your particular situation: where you live, your current savings, your income and tax rate, and even your spouse's investments. Try our calculator.
Retirement accounts for your financial needs.
We offer traditional, Roth, and SEP IRAs, as well as taxable retirement accounts. We advise on which combination may make the most sense for you based on the information you provide.
Planning for retirement brings up a lot of questions—let's answer them together.
Am I saving enough for retirement?
Everyone's situation is different. We can help you understand how much you should be saving to have a comfortable retirement.
Can I retire early?
Maybe—it could be as simple as saving more each month. Our calculator helps you to see how much more you'd need to save to retire when you want.
Can I retire where I want?
Our tools let you explore different ZIP codes to see which retirement cities may make the most sense for you.
What types of retirement accounts should I invest in?
The types of accounts you might want to use depend on a number of factors—income, taxes, and fees, to name a few. We'll consider these factors and make a recommendation for you.
How will a down market affect my retirement savings?
We'll show you what the outcome of your retirement portfolio might look like in good and bad markets, so you'll have an idea of what to expect.
What if Social Security isn't around when I retire?
No one can predict the future, so we give you the ability to see how much you'll have in retirement with and without Social Security.
Am I paying too much in fees in my employer-sponsored plan?
When you sync your outside accounts to Betterment, we can review the money you might be losing to fees and let you know.
You deserve to live the retirement you want.
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Get up to 1 year managed free. The more you deposit in your first 45 days, the longer we’ll waive your management fee. See offer details.
Member of Securities Investor Protection Corporation
Betterment Securities is a member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.
Looking out for investors' accounts is a legal duty.
Regulated by the SEC and a member of FINRA, our Broker-Dealer, Betterment Securities, follows a strict set of rules, designed to protect our investors' accounts.