There are important differences between a rollover and a transfer when making a change to a retirement account.| 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
Wondering how to fund an IRA? Here are 4 ways to start an account.| SoFi
There’s no limit to how many IRAs you can have. Multiple accounts may help lower your taxes now and in retirement. Learn more about the rules and restrictions.| SoFi
Ever wonder what happens to your 401(k) when you leave a job? Learn more about what you need to do with your 401(k) when you change jobs.| SoFi
The rules on taxes for a traditional 401(k) and Roth 401(k) depend on which plan an employee participates in.| 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
Learn about inherited IRA distribution rules, including recent rule changes, to manage your inheritance as a spouse or non-spouse beneficiary.| SoFi
Does looking at the different types of retirement plans make your head spin? Here’s a comparison of the retirement savings accounts.| 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
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
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