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Betterment Promo Code

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Betterment Promo code

The Tax-Smart Bonds portfolio is designed for HNWI seeking a higher after-tax yield compared to a cash account

Betterment has partnered with Goldman Sachs to deliver HNWI with an investment of short-term bond ETFs that provide a higher after-tax yield compared to a cash account.

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General information

Betterment personalizes the portfolio based on your tax situation, offering potentially lower risk than stock investing. The portfolio aims to deliver HNWI with a high after-tax yield with less risk than a traditional stock-and-bond investing portfolio.

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Betterment features

  • As interest rates eventually begin to drop, bonds may be a good way to earn extra after-tax yield compared to high-yield cash accounts in 2024 and beyond.

  • For high-income investors in higher federal tax brackets (32% and above), certain bond strategies may offer tax advantages compared to high-yield cash accounts.

  • The industry-first Goldman Sachs Tax-Smart Bonds portfolio is personalized by Betterment to your tax situation and seeks to provide a way for higher-income investors to get a tax-smart strategy with potentially lower risk than stock investing and is designed to increase after-tax yield.

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