Goldman Sachs Tax-Smart Bonds

The Goldman Sachs Tax-Smart Bonds portfolio is designed to benefit high-income individuals (with a federal tax rate of 32% or higher) seeking a higher after-tax yield compared to a cash account. It comprises 100% short-term bond ETFs.

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Betterment personalizes the portfolio based on your tax situation, offering potentially lower risk than stock investing. Although bond volatility is typically lower than that of stocks, investing in bonds still carries risks, and funds in this account are not FDIC insured as they would be in a cash account. This portfolio is built by Goldman Sachs, one of the world’s largest asset managers, and all dividends are reinvested automatically. See disclosures.

Who it’s for

High-income individuals looking for a high after-tax yield with less risk than a traditional stock-and-bond investing portfolio

Additional Resources

Goldman Sachs Tax-Smart Bonds Portfolios Disclosure

Allocations as of Feb. 27, 2025

Goldman Sachs Tax-Smart Bonds

The Goldman Sachs Tax-Smart Bonds portfolio is designed to benefit high-income individuals (with a federal tax rate of 32% or higher) seeking a higher after-tax yield compared to a cash account. It comprises 100% short-term bond ETFs.
  • Edited 2 months ago

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Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

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National Christian Financial Advisors, Inc. (NCFA) is minority owned and operated Independent Registered Investment Advisory Firm

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

The annual percentage yield (“APY”) on the deposit balances in Betterment Cash Reserve (“Cash Reserve”) is 4.00% and represents the weighted average of the APY on deposit balances at the banks participating in Cash Reserve (the “Program Banks”) and is current as of December 27, 2024. This APY is variable and subject to change daily. Deposit balances are not allocated equally among the participating Program Banks. A minimum deposit of $10 is required, but there is no minimum balance required to be maintained. The APY available to a customer may be lower if that customer designates a bank or banks as ineligible to receive deposits. APY applies only to Cash Reserve and does not apply to checking accounts held through Betterment Checking. Cash Reserve and Betterment Checking are separate offerings and are not linked accounts.

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