Tax Coordination™ still works with Flexible Portfolios. If you elect a Flexible Portfolio for your Retirement Goal, all Betterment investment accounts within your Retirement Goal will share the same Flexible Portfolio, with individual asset classes distributed using our asset location strategies. However, altering or removing asset classes may impact the effectiveness of Tax Coordination™ relative to its effectiveness when used with the Betterment Portfolio Strategy.
Articles in this section
- What is a Flexible Portfolio?
- Who might a Flexible Portfolio be appropriate for?
- 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?
- How does a Flexible Portfolio work with a Retirement Goal and Tax Coordination™?