Understand unrealized gains in simple terms with Liz Young. Learn what they are, how they work, and their implications for your investment portfolio and taxes| SoFi
Get answers to your tax questions related to investing, retirement, loans, and more, plus access resources directly from the IRS to help you file your taxes.| SoFi
Wondering whether a Roth IRA is right for you? If you’re considering an IRA to save for retirement, here’s what you need to know about Roth IRA eligibility.| SoFi
When you make money from investments, the gains are subject to tax — but investment taxes vary widely, and can depend on the type of account. Learn more.| SoFi
Tax loss harvesting allows investors to use their investments that declined in value to reduce their annual tax bill.| SoFi
Unsure of the difference between long-term and short-term investments? We examine the characteristics of each and when to use them.| SoFi
Have questions about whether a 529 college savings plan is right for you? We break down the basics and benefits of this tax-advantaged account.| SoFi
Automated tax-loss harvesting may help investors lower their tax bill, but it isn’t fool-proof. Learn about the pros and cons.| SoFi
What is a 401k? It’s a retirement savings plan offered by your employer. Here’s what you should to know about 401ks, including 401k contribution limits.| SoFi
Start investing online with SoFi. Enjoy commission-free trades and access to stock trading, options, auto investing, IRAs, and more. Start with just $5.| SoFi
There are currently seven federal tax brackets, with each bracket containing a range of incomes that would be taxed at that rate. Here’s how to find yours.| SoFi