Betterment, an online brokerage, is offering up to $599 bonus when you roll over a 401(k) or IRA of $200,000 or more into a Betterment IRA. Betterment brokerage accounts have no minimum balances, no transaction fees, no holding periods, and no hidden costs. Betterment will help you invest in a diversified portfolio of stock and bond ETFs designed for optimal expected returns. You’ll save time since everything is automated – from rebalancing to dividend reinvestment, even deposits. Customers pay one simple all-inclusive management fee as low as 0.15%. Finally, they optimize investment returns tax-efficiently, with Tax Loss Harvesting+ and other tools.
Alternative Promotion: Get six months of Free Betterment services with $100K+ deposit
Betterment Bonus Amount-Rollover Amount
- $75 Bonus for $25,000+ Rollover
- $150 Bonus for $50,000+ Rollover
- $300 Bonus for $100,000+ Rollover
- $599 Bonus for $200,000+ Rollover
Betterment Investment Made Better
Easier Rollovers– Rolling over a 401(k) from a former employer can help you take control of your retirement. They offer rollovers that take less than a week on average, and their rollover concierge is available to assist you every step of the way.
Low-Cost Investing– By not charging for trades or transactions, they manage your portfolio for far less than it would cost at a discount brokerage. The management fee tiers even get lower as your assets grow.
Diversified ETF Portfolio– They use years of investment research to construct a globally-diversified, passive portfolio based on Modern Portfolio Theory. Their customers own exchange traded funds (ETFs) representing up to 12 asset classes.
Roth & Traditional– Betterment offers both traditional and Roth IRAs to provide flexibility for all of your tax-advantaged accounts.
Automatic Deposits– Put your retirement planning on autopilot. Betterment provides convenient automatic deposits to your IRA to ensure you contribute the maximum amount for 2014.
Open a new brokerage account with Betterment to start your rollover today to earn up to $599 bonus. You must roll over the qualifying amount into a Betterment IRA and not withdraw that deposit for 365 days. With Betterment, you will receive a quality brokerage account with no minimum balance, no transaction fees, and access to great investment tools and advisers. Find the best brokerage bonuses!
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