Logo
Log in Sign Up
  1. Betterment
  2. Taxes
  3. Tax-Coordinated Portfolio

Tax-Coordinated Portfolio

Follow New articles New articles and comments

Information regarding the Tax Coordinated Portfolio ("TCP") feature

  • Can I change the allocation of a goal using Tax Coordination?
  • Can I roll over into a Retirement Goal after I start one?
  • Should I rollover before setting up a Retirement Goal that uses Tax Coordination?
  • Can I use Tax Coordination with my Betterment 401(k)?
  • How does Tax-Coordinated Portfolio affect my tax forms?
  • How does Tax-Coordinated Portfolio affect my external accounts?
  • How do I withdraw from an account that uses Tax Coordination?
  • Is there a downside to using a Tax-Coordinated Portfolio?
  • How do I set up a Tax-Coordinated Portfolio?
  • How do I add accounts to my Tax-Coordinated Portfolio?
  • Can I include a Betterment joint account or trust in a goal using Tax Coordination?
  • How does Tax-Coordinated Portfolio save me money on taxes?
Betterment Resources Pricing

This website is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. Terms & Legal Privacy Policy Trademark. How Betterment calculates "better returns". Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.

Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC.

Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment's charges and expenses. Betterment's internet-based services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registered. Market Data by Xignite.

See how we determine the largest independent online financial advisor.

The information provided by Betterment Support is educational only and is not investment or tax advice.

© Betterment Holdings Inc.