What Is the Roth IRA 5-Year Rule? Are There Exceptions? | SoFi
“Roth” is a certain type of IRA, and the 5-year rule is one of the rules that governs what an investor can and can’t do with funds in a Roth IRA. Find out more.| SoFi
“Roth” is a certain type of IRA, and the 5-year rule is one of the rules that governs what an investor can and can’t do with funds in a Roth IRA. Find out more.| SoFi
Withdrawing money from an IRA before age 59 ½, and failing to withdraw it after 73, can result in penalties. But there are exceptions. Read on to learn more.| SoFi
Learn about the restrictions on when you can take money out of your 401(k), including potential penalties for withdrawing money early.| SoFi
401(k) matching involves an employee making a contribution to the account, and their employer mirroring that contribution. Learn more.| SoFi
A 401(k) catch-up contribution allows savers age 50 and up to put more money in their plan each year. Learn what a 401(k) catch-up is and how it works.| SoFi
Prepare for retirement with a Roth, Traditional or Rollover IRA from SoFi. Get access to a range of investment options and tools when you open an IRA online today.| 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
RMD or required minimum distribution are minimum amounts one must withdraw from their retirement plan account. Learn more about 401(k) RMD rules from SoFi.| SoFi
Setting smart money goals can keep your finances on track and help you plan for your financial future.| 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
