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How do I set up Tax Coordination?

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A Tax-Coordinated Portfolio is designed for investors who are saving for retirement in more than one type of account, including Taxable accounts, Traditional IRAs, Roth IRAs, SEP IRAs, both Traditional and/or Roth 401(k)s, and HSAs generally with the same time horizon.

Goal and account types that cannot be included in a Tax-Coordinated Portfolio are Joint accounts, Trust accounts, External accounts, Cash Reserve, Betterment Checking accounts, or Crypto accounts. 

Setting up a Tax-Coordinated Portfolio can only be done on a web browser using the following steps. 

  1. Log in to your account.
  2. Select your “Retirement” goal. 
  3. Click on “Settings”. 
  4. Under Feature, choose “Tax-Coordination”.