Feature request @Betterment with all of the automation that has already been done, what about a feature similar to tax loss harvesting but towards IRA conversion. So when the market is down converting traditional funds to Roth funds...
Hi Maxwell - This sounds like a great idea and we'll be sure to pass your suggestions along to our product team. Thanks for reaching out and for being a Betterment customer!
-
-
Awesome! Thank you very much! I just figure since I'm looking at starting to do that manually it would be a nice feature. Especially if it would allow for increments at a time, if there is a sizeable chunk to transition and would create a significant tax event...
Bedankt, Twitter gebruikt dit om je tijdlijn te verbeteren. Ongedaan makenOngedaan maken
-
-
-
Would like UTMA accounts and Custodial IRA's for minors with income.
Bedankt, Twitter gebruikt dit om je tijdlijn te verbeteren. Ongedaan makenOngedaan maken
-
-
-
Also would like option to change allocation over time with auto deposits, dividends, and other inflows vs just instantly.
-
We'll pass your interest in UTMA accounts and custodial IRAs to our product team. If you want to change your allocation using deposits, email support@betterment.com and we can use a special process on the back end to help you with that.
- Antwoorden weergeven
Nieuw gesprek -
Het laden lijkt wat langer te duren.
Twitter is mogelijk overbelast of ondervindt een tijdelijke onderbreking. Probeer het opnieuw of bekijk de Twitter-status voor meer informatie.