This article originally appeared on Betterment.
First, there is denial. Then relief, and then possibly a nice refund after it's all said and done.
We're talking about tax season, and it has arrived. It's also a good time to take care of other financial business, like maxing out an IRA or rolling over an old 401(k).
Whether you are collecting receipts in a shoebox--or have everything neatly organized so that you can file the minute your tax forms are ready--here's a calendar to keep you on track this tax season.
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Betterment is the largest, fastest-growing automated investing service, helping people to better manage, protect, and grow their wealth through smarter technology. With more than 50,000 customers and $1 billion in assets under management, the service offers a globally diversified portfolio of ETFs, designed to help provide you with the best possible expected returns for retirement planning, building wealth, and other savings goals. Betterment is a CNBC Disruptor 50 and Webby award winner and has been featured in the New York Times, Forbes, and the Wall Street Journal. Betterment helps people to achieve a smarter financial future with minimal effort and at a fraction of the cost of traditional financial services. Learn more here.
Determination of largest automated investment service reflects Betterment LLC's distinction of having the most accounts, based on Betterment's review of account numbers self-reported in the SEC's Form ADV, across Betterment's survey of RIA automated investment services. Determination of fastest-growing automated investment service reflects Betterment LLC's distinction of obtaining the largest number of new accounts since January 1, 2014, based on Betterment's review of account numbers self-reported in the SEC's Form ADV, across Betterment's survey of automated investing services.