IRA Transfer vs Rollover: Key Differences | SoFi
There are important differences between a rollover and a transfer when making a change to a retirement account.| SoFi
There are important differences between a rollover and a transfer when making a change to a retirement account.| SoFi
One common question is—what’s the best option: an IRA or a 401(k)? The answer is: over time, you’ll probably use both. Keep reading to learn more!| SoFi
A mutual fund is a basket of securities such as stocks or bonds. Mutual funds come in many styles and can be actively or passively managed. Learn more.| SoFi
An investment time horizon is the amount of time available to work towards a financial goal, and it is an important reference point when deciding how to invest.| SoFi
Index investing, also called passive investing, is a strategy where you buy shares of an index fund that mirrors a market index like the S&P 500. Learn more.| SoFi
Trading ETFs is, in many ways, similar to trading stocks or other securities, and can be done on most stock-trading platforms or brokerages. Read on.| SoFi
Capital appreciation on investments is among the most common investment strategies for growing wealth. Learn how to grow your money with this strategy.| SoFi
Portfolio rebalancing can seem complicated, but adjusting the asset allocation of your investments is key to any diversification strategy.| SoFi
Understand the different types Understand the different types of investments and investment options out there to help you meet your financial goals.of investments and investment options out there to help you meet your financial goals.| 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
Automated tax-loss harvesting may help investors lower their tax bill, but it isn’t fool-proof. Learn about the pros and cons.| SoFi
The topic of personal finance may sound intimidating, but it doesn’t have to be complicated. Here are 10 basic things to know about personal finance.| SoFi
A 403(b) retirement plan is designed to help those employed by tax-exempt organizations and public schools save for retirement. Learn how 403(b) plans work.| SoFi
A SIMPLE IRA is a retirement savings plan for small business owners and self-employed individuals. Learn how it works and if it might be right for you.| SoFi
401(k) matching involves an employee making a contribution to the account, and their employer mirroring that contribution. Learn more.| SoFi
SoFi's retirement planning guide can help you start saving for retirement now. Investing for retirement earlier means you’ll be better prepared, whenever you choose to retire.| SoFi
Alternative investments are a great way for investors to diversify their portfolio, mitigate risk, and potentially see high returns. Learn about some of the most popular alternative investments.| SoFi
Mutual funds are investment vehicles that are similar to ETFs and may contain different types of securities, and are managed. Learn more.| SoFi
SoFi has put together an investing center to help you navigate the different parts of investing. From stocks to etfs, get the knowledge you need on investing. Start learning now!| SoFi
