The qualified dividend tax rate is 0% for individuals making $47,025 or less. Higher tax brackets will pay 15% or 20%. Learn about qualified dividends.| SoFi
What is a stock—and why do people buy them? In this post, we break down the details on stocks, including risks and rewards of stock investment.| SoFi
Is your employer offering restricted stock units? Here’s what you need to know about RSUs and whether to think about holding or selling them.| SoFi
How do stock options work? What about restricted stock units? Here’s everything you need to know to help them grow your wealth.| SoFi
Before you decide if you should exercise options in your company, make sure you know: How do options work?| 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
What is tax-efficient investing? Tax-efficient investing strategies aim to reduce tax bills generated when an investment is profitable.| SoFi
When it comes time to sell shares, how do you cash out stocks? Learn how to decide when to sell stocks, which stocks to sell, and how to convert stocks back to cash.| SoFi
An unrealized gain or loss is the change in market value of an asset from its purchase price, before it is sold.| SoFi
Exchange traded funds can be a valuable tool for investing. What are the advantages of ETFs? Learn more here.| SoFi
Homeownership can build wealth both directly and indirectly. Real estate appreciates over the long term, and homeowners can leave a legacy of perks.| 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
When do you pay taxes on stocks that you buy? In this article we’ll cover what you need to know about stocks and taxes, so you can start investing.| 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
High earners can reduce taxable income in many ways. We review the basics and introduce you to new tactics, such as tax loss carryforward.| SoFi
Wondering how you can max out your 401k and if you should? Use these tips to make the most of your retirement accounts.| SoFi
401(k) matching involves an employee making a contribution to the account, and their employer mirroring that contribution. Learn more.| 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
REITs give investors exposure to the real estate market without the burden of owning property. REITs offer tax benefits, but come with risks. Learn more.| SoFi