Your after-tax return is what matters

Other investment managers may estimate your long-term returns, but they might not be factoring in a key element that could lower what you take home: taxes.

Our goal is to save you more on taxes.

We're always thinking about ways to lower your taxes. Unlike many traditional investment managers, we automate advanced tax-efficient strategies, like asset location and tax loss harvesting, once enabled.

Betterment dashboard.

Every account at Betterment can utilize tax-smart features.

  • When you choose what type of account to invest in

  • When we build your portfolio

  • When you make a deposit or receive dividends

  • When you make a withdrawal or change your allocation

  • When a fund gains value

  • When a fund loses value

Start investing today.

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