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Category: Investment

Focusing on What Matters: Using SLOs to Pursue User Happiness
Investment

Focusing on What Matters: Using SLOs to Pursue User Happiness

November 2, 2021

The umbrella term “observability” covers all manner of subjects, from basic telemetry to logging, to making claims about longer-term performance in the shape of service

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Betterment’s Retirement Advice Tools Explained
Investment

Betterment’s Retirement Advice Tools Explained

November 2, 2021

TABLE OF CONTENTS Define What Retirement Means To YouSetting Up Your Retirement Projections At BettermentUnderstanding Betterment’s RecommendationsTaking Action Savings towards retirement is one of the

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401(k) Required Minimum Distributions (RMDs) now start at age 72
Investment

401(k) Required Minimum Distributions (RMDs) now start at age 72

November 1, 2021

401(k) plans can help you save for retirement in a significantly tax-advantaged way. However, the Internal Revenue Service (IRS) requires that you start taking withdrawals

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Three LGBTQ+ Influencers Share Tips For Successful Financial Planning
Investment

Three LGBTQ+ Influencers Share Tips For Successful Financial Planning

November 1, 2021

We sat down with three influencers to pull back the curtain on some of the unique factors of LGBTQ+ financial planning, and what that planning,

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Introducing the RIA Tech Suite
Investment

Introducing the RIA Tech Suite

November 1, 2021

The RIA Tech Suite brings together complementary technology platforms to help automate critical back-office tasks for advisors. Along with RIA in a Box®, RightCapital, and

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How Memestocks Affected Investors’ Actions And Emotions
Investment

How Memestocks Affected Investors’ Actions And Emotions

October 30, 2021

Money and emotions have long gone hand-in-hand, and this is no more apparent than during significant financial crises. From the 2008 market crash to COVID-19’s

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A Guide to Safe Harbor 401(k) Plans
Investment

A Guide to Safe Harbor 401(k) Plans

October 29, 2021

“Your 401(k) plan failed.” Those words can strike fear in the hearts of even the most seasoned business owners. However, there’s a way to avoid

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What Employers Should Know About Timing of 401(k) Contributions
Investment

What Employers Should Know About Timing of 401(k) Contributions

October 29, 2021

Timing of employee 401(k) contributions (including loan repayments) When must employee contributions and loan repayments be withheld from payroll? This is a top audit issue

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Case Study: Preferred name
Investment

Case Study: Preferred name

October 28, 2021

In the financial world, asking a customer for their legal name in order to sign up or continue with a service is about as standard

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Why (And How) Betterment Is Using Julia
Investment

Why (And How) Betterment Is Using Julia

October 28, 2021

At Betterment, we’re using Julia to power the projections and recommendations we provide to help our customers achieve their financial goals. We’ve found it to

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