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
Wondering how investment income is taxed? Use this guide to learn about the tax rules for different types of investments.| SoFi
Understanding the costs associated with your investments can help you make a plan to maximize your returns. Read on to learn more.| SoFi
With its ups and downs, investing is a lot like riding a roller coaster, and knowing your own risk tolerance is an important part of investing. Take our quiz!| 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
Searching for an investment strategy that could help you reach your retirement goals? Learn about different options for saving for your future.| SoFi
Early retirement — everyone wants to do it, but how? Here are tips and strategies you can try to make an early retirement happen.| 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
Interested in learning about expense ratios? Everything you need to know about expense ratios, explained.| 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
Portfolio rebalancing can seem complicated, but adjusting the asset allocation of your investments is key to any diversification strategy.| SoFi
What is tax-efficient investing? Tax-efficient investing strategies aim to reduce tax bills generated when an investment is profitable.| 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
Exchange traded funds can be a valuable tool for investing. What are the advantages of ETFs? Learn more here.| SoFi
The wash-sale rule is an IRS regulation that disallows investment-derived losses from being used in certain tax situations. Learn more.| SoFi
Is inflation good or bad? It’s a complex question. Inflation drives up the cost of living, but it can also spur productivity and create jobs. Learn more.| SoFi
Annuities are a type of investment account that provides guaranteed income for retirees. Learn about the different kinds of annuities and the pros and cons of these insurance contracts.| 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
It is possible to have a 401(k) and an IRA, and contributing to both could help grow your retirement savings. But there are rules involved. Learn more.| 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
Tax loss harvesting allows investors to use their investments that declined in value to reduce their annual tax bill.| SoFi
Unsure of the difference between long-term and short-term investments? We examine the characteristics of each and when to use them.| 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
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
Whether you're a pro or a novice, all investors need to know why investment diversification is the best way to grow their money.| 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
An exchange-traded fund (ETF) is a basket of securities that can be used to invest in different asset classes. Learn all you need to know about ETFs.| SoFi
The earlier you start investing, the better. This guide takes you through the different kinds of retirement accounts, and how to get started saving.| SoFi
