Tax Management Features
- Is TCP available for non-Betterment portfolios?
- Should my clients roll over before setting up their Tax-Coordinated Portfolio?
- Is there a downside to using a Tax-Coordinated Portfolio for my clients?
- Can my clients roll over into their Tax-Coordinated Portfolio after setting it up?
- Can my clients use a Tax-Coordinated Portfolio with their Betterment 401(k)?
- Can my clients use a Tax-Coordinated Portfolio with their Betterment joint account and/or Betterment trust?
- How will the Tax-Coordinated Portfolio affect my clients’ tax forms?
- How does Tax-Coordinated Portfolio affect my clients’ external accounts?
- How do my clients get the most out of their Tax-Coordinated Portfolio?
- What happens if my clients need to withdraw from one of their goals in a Tax-Coordinated Portfolio?
- How does Tax-Coordinated Portfolio save my clients money on taxes?
- How do I set up a Tax-Coordinated Portfolio for my clients?
- Does Tax Loss Harvesting+ work with all portfolio strategies?
- Is TLH+ automatically enabled?
- Does TLH+ work with IRAs?
- How does TLH+ work with multiple goals?
- Who is eligible to use TLH+?
- How does Tax Impact Preview work?
- How will Tax Loss Harvesting+ affect clients’ tax returns?
- What is Tax-Coordinated Portfolio?
- Can clients use Tax Loss Harvesting+ with joint accounts?
- What are the potential benefits of TLH+?
- How do I turn off Tax Loss Harvesting+?
- How do I set up Tax Loss Harvesting+ across my spouse’s and my account?
- Can my clients change the allocation of their Tax-Coordinated Portfolio?