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This type of personalized strategy is called "goal-based investing," and research shows it improves outcomes by encouraging optimal behavior and more precise wealth management.
Tax Coordinated Portfolio
Tax-Coordinated Portfolio optimizes and automates a strategy called asset location. It starts by placing your assets that will be taxed highly in your IRAs, which have big tax breaks. Then, it places your lower-taxed assets in your taxable accounts.
Create multiple goals tailored to each beneficiary, automate cash transfers for beneficiaries on a custom schedule, and manage different trust accounts.
We’ll project your retirement income, provide a plan, and analyze your accounts outside of Betterment.
Our advice is integrated with your goals. See where you stand and how you can stay on track for retirement.
I needed to do my taxes and I was in debt. They got me out of debt, help me with my taxes and made it really easy for me."
This is the first time I have done my finances and I'm glad about it, because I learned a lot from them."
I had to pay zero taxes thanks to Vanguard. They help me with everything and made it super simple for me to learn for the future.
Thank you Vanguard!"