Betterment IRAs are now available for Betterment customers to invest in a Roth IRA or Traditional IRA.
The Betterment IRA has all of the benefits of a regular Betterment account, such as diversification, re-balancing, automatic deposit, and simplicity.
Plus, you’ll get the tax advantages that come with an IRA.
If you are a new customer, you can get a $25 Betterment Bonus when you open a new Betterment investment account.
Current customers can log in to your Betterment.com account to create a tax-advantaged Individual Retirement Account.
How To Add An IRA To Your Betterment Portfolio
1. Log in to your Betterment.com account.
2. Under the Summary Tab, click on the Add A New Goal or IRA option to open a pop-up box.
3. Select IRA for New Goal Type and then select either Roth or Traditional IRA.
4. Complete the pop-up box options and click OK.
When you add an IRA to your Betterment account, it is like adding another goal, except that it’s a retirement goal with tax advantages.
Betterment has also improved their navigation to make it easier to manage multiple goals and IRAs.
Read our Betterment CEO Jon Stein Interview for more details about Betterment investment strategies.
Take advantage of a Betterment IRA to invest for your retirement through the Betterment platform.