3 Easy Steps to Completing a Roth Conversion with Betterment
A Roth conversion allows you to convert money from a traditional IRA into a Roth IRA. A Roth IRA offers tax-free growth and tax-free withdrawals in retirement. Learn More.
1.Create a Betterment account (or log in if you already have one).
2.Fund or roll over a Traditional IRA (if you don't already have one at Betterment).
3.Convert your Traditional IRA into a Roth IRA - all through your online account.Get started
This information is for educational purposes only and is not a substitute for the advice of a qualified tax advisor. Roth conversions can have significant tax implications and you should consult a tax professional to discuss any questions about your personal situation and whether a Roth conversion is right for you.
Start investing smarter.
At Betterment, we combine low fees and innovative technology with an intuitive interface and personalized advice to provide the best possible returns on your investment. Don't wait to experience smarter investing – open an account with Betterment today.Get started
Are you on track for retirement?
Try our retirement calculator to see if you're retirement-ready.
Could your 401(k) be worth more?
Learn how rolling over an average 401(k) to a Betterment IRA could mean 60% lower fees.
Want more retirement guidance?
Read the latest on investing for retirement on our Resource Center.