Want to a contribute to a Roth IRA but make too much money? Find out whether a backdoor Roth is right for you.| SoFi
Taxes are part of most people's lives, but here's the info you need to understand what they are, why you pay them, plus tips on lowering your taxes.| SoFi
The rules on taxes for a traditional 401(k) and Roth 401(k) depend on which plan an employee participates in.| 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
An unrealized gain or loss is the change in market value of an asset from its purchase price, before it is sold.| 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
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
You likely pay a number of taxes, from Social Security to property taxes. Learn about them here, plus tips to make your annual tax filing easier.| SoFi
Paycheck deductions can include taxes, Social Security contributions, and retirement contributions. Learn more about where your money goes.| SoFi
Filing your taxes for the first time shouldn’t be scary. Learn the five key steps for doing your taxes, as well as tax-filing mistakes to avoid.| SoFi
The difference between nontaxable and taxable income is not always clear. Inheritance? Usually nontaxable. Savings account interest? Taxable. Learn more.| 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
Thinking about investing but worried about what it means for your taxes? Here's what you need to know about today's capital gains tax rate.| 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