Here’s what you need to know about 401(k), IRA, and other retirement plan contribution limits.| SoFi
A 457 retirement plan is similar to a 401(k), but it’s only for certain types of employees. It may offer advantages over a 401(k). Learn if a 457 plan is for you.| 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
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
More people are self-employed than ever before, but how are they preparing for retirement. Here are the self-employed retirement plans to consider.| 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
Converting a traditional to a Roth IRA may be a good idea for some people’s retirement futures. Here are all the things to know about Roth IRA conversion rules.| 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
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
Wondering how to fund an IRA? Here are 4 ways to start an account.| 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
Wondering how much you can contribute to a traditional IRA each year? Read on to learn about the traditional IRA contribution limits for 2024 and 2025.| SoFi
Wondering how much you can contribute to a Roth IRA each year? Read on to learn about the traditional IRA contribution limits for 2024 and 2025.| 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
Learn about the full retirement age for Social Security benefits. Discover how age impacts your benefits and when you can receive full payments.| 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
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
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
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
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
“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
Struggling to decide between a Roth IRA or Traditional IRA? Learn the key differences & take our quiz to find the right retirement account for your goals.| 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
Read this guide to what an IRA is, why they are important, and how you can get started saving for retirement 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