If you change an existing taxable goal’s portfolio to a Flexible Portfolio you may see an impact on your taxes. Betterment’s Tax Impact Preview will display the estimated impact.
Articles in this section
- What is a Flexible Portfolio?
- Who might a Flexible Portfolio be appropriate for?
- Who can use Flexible Portfolios?
- If I use Flexible Portfolios, could my performance change?
- How do I set up or adjust my Flexible Portfolio?
- Can Betterment help me construct my Flexible Portfolio?
- Will my use of a Flexible Portfolio impact the advice I receive from Betterment?
- What level of control does a Flexible Portfolio offer?
- How can a Flexible Portfolio affect my taxes?
- How will using Flexible Portfolios impact my fees?