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“Balance Transfer Card”

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How to Convert a Traditional 401(k) to a Roth IRA

How to Convert a Traditional 401(k) to a Roth IRA

https://www.sofi.com/learn/content/roll-401k-into-roth-ira/

…prefer. 2. Decide whether you want the rollover to be a direct transfer or indirect transfer. With a direct transfer, you will fill out paperwork to transfer funds from your…


IBAN vs SWIFT Code: Differences Explained

IBAN vs SWIFT Code: Differences Explained

https://www.sofi.com/learn/content/iban-vs-swift-code/

…from the following eligible sources: (i) ACH transfers, (ii) inbound wire transfers, (iii) peer-to-peer transfers (i.e., external transfers from PayPal, Venmo, etc. and internal peer-to-peer transfers from a SoFi account…


Putting an IRA in a Trust: What You Need to Know

Putting an IRA in a Trust: What You Need to Know

https://www.sofi.com/learn/content/can-an-ira-be-in-a-trust/

transfer assets to the trust and control of the trustee. With an IRA, you would name the trust as the beneficiary of the IRA assets. •   The assets are transferred…


Should You Do a Cash-Out Refinance to Pay Off Debt?

Should You Do a Cash-Out Refinance to Pay Off Debt?

https://www.sofi.com/learn/content/cash-out-refinance-to-pay-off-debt/

Transfer Credit Card A balance transfer credit card typically offers a 0% introductory rate for a number of months (up to about 21 months) on debt you transfer from another…


Do Closed Bank Accounts Affect Credit Scores?

Do Closed Bank Accounts Affect Credit Scores?

https://www.sofi.com/learn/content/closed-bank-accounts-and-credit-score/

…(i) ACH transfers, (ii) inbound wire transfers, (iii) peer-to-peer transfers (i.e., external transfers from PayPal, Venmo, etc. and internal peer-to-peer transfers from a SoFi account belonging to another account holder),…


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