Here’s what you need to know about 401(k), IRA, and other retirement plan contribution limits.| SoFi
A pension plan is offered by employers and it provides guaranteed income in retirement. Pension plans are also known as defined-benefit plans. Learn more.| SoFi
A SIMPLE IRA is a tax-advantaged retirement plan for the self-employed and small business owners. Learn about the SIMPLE IRA contribution limits and rules.| SoFi
Saving for retirement doesn’t have to be hard. Here, you’ll find a couple of ways to help you set up a retirement plan for your individual needs.| SoFi
Want to move funds from your retirement account to your IRA? Check out these eight IRA rollover rules first to help make sure everything is above board.| SoFi
It’s important to understand the differences between earned and unearned income when it comes to paying your taxes. Here’s what you need to know.| SoFi
Factors such as contributions and tax bracket play important roles in how much you can pay in taxes each year. Learn more about 401(k) tax deductions.| SoFi
The rule of 55 allows you to withdraw money from an employer-sponsored retirement plan at age 55 without paying a penalty. Here’s what you need to know.| SoFi
A profit-sharing 401(k) plan helps employees save for retirement. But there are differences between a profit-sharing plan and a traditional 401(k). Learn more.| SoFi
How much should you contribute to your 401(k)? The answer is different for everyone. Here are some basic ways to calculate what may be right for you.| SoFi
Wondering about the 401(k) contribution limits for 2024 and 2025? Learn about important changes to the amount you can contribute to your 401(k).| SoFi
Here’s what to know about the 401(k) early withdrawal penalty, along with some alternative ideas to tapping into your 401(k) account.| SoFi
A solo 401(k) is a tax-advantaged account that allows the self-employed to save for retirement. Learn how a solo 401(k) works to decide if it’s right for you.| SoFi
When planning for the future, today's actions matter. Maximizing your 401(k) is one of the most important ways to ensure a good retirement. Learn more!| SoFi
Choosing between a traditional IRA and a Roth 401(k) may not even be a choice you have to make—you can benefit from both.| SoFi
Does looking at the different types of retirement plans make your head spin? Here’s a comparison of the retirement savings accounts.| SoFi
Unsure of the difference between long-term and short-term investments? We examine the characteristics of each and when to use them.| SoFi
Paycheck deductions can include taxes, Social Security contributions, and retirement contributions. Learn more about where your money goes.| SoFi
Wondering about the IRA tax deduction rules? Here’s how IRA tax deductions work — and how and when the different types of IRAs are taxed.| 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
Learn about the restrictions on when you can take money out of your 401(k), including potential penalties for withdrawing money early.| SoFi
Saving for retirement is important. Here's how to invest in your 401(k) according to a financial expert so that you can be aware of your contribution options.| 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
Thinking about investing but worried about what it means for your taxes? Here's what you need to know about today's capital gains tax rate.| 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
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
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