An unrealized gain or loss is the change in market value of an asset from its purchase price, before it is sold.| SoFi
Not sure if you should go to a public or a private college? Understand the pros and cons of each.| SoFi
Explore prepaid college plans by state to learn how you can lock in tuition rates, save on future college costs, and understand the unique features and benefits each state offers.| SoFi
File Form 709 if you made any gift worth over an annual limit the prior year. Don’t sweat it. Most people will never have to pay any gift taxes.| SoFi
You may be able to get financial aid for college no matter how much your family earns. Here are some ways to get financial aid if your parents make too much money.| SoFi
If you're a parent or student with college on the horizon, here's an overview of the ins and outs of college financial aid.| SoFi
You need a brokerage account to trade securities, and you might want a cash management account (CMA), too. Learn the pros and cons of a brokerage vs cash management account.| SoFi
Exchange traded funds can be a valuable tool for investing. What are the advantages of ETFs? Learn more here.| SoFi
A 529 plan has an early withdrawal penalty of 10% for non-qualified withdrawals. Withdrawals for the plan are up to $10k annually.| SoFi
Get answers to all of your frequent questions about SoFi’s products, services, and benefits with our FAQ section.| SoFi
A Roth IRA offers the opportunity for tax-free withdrawals in retirement. Open an account online at no cost and get a 1% match on contributions.| SoFi
High earners can reduce taxable income in many ways. We review the basics and introduce you to new tactics, such as tax loss carryforward.| SoFi