Here’s what you need to know about 401(k), IRA, and other retirement plan contribution limits.| SoFi
A SIMPLE IRA is not the same as a Traditional IRA — they have key differences. Here’s a rundown on a SIMPLE IRA vs. Traditional IRA.| SoFi
Learn about inherited IRA distribution rules, including recent rule changes, to manage your inheritance as a spouse or non-spouse beneficiary.| SoFi
What is a taxable brokerage account vs an IRA? Find out the pros and cons each and whether a taxable brokerage account is a smart option for you.| 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
Whether you plan to devote your days to playing golf or spoiling grandchildren, the question of “When can I retire?” is probably on your mind.| SoFi
Employers can offer 401(k) funds, stock options, or other rewards on a vesting schedule that determines when the employee can take ownership. Learn more.| 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
The difference between nontaxable and taxable income is not always clear. Inheritance? Usually nontaxable. Savings account interest? Taxable. 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
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
Input your monthly income into our 50/30/20 rule calculator to see how your funds are allocated into needs, wants, and savings for a balanced budget.| 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