“After Tax 401k”

466 Search Results

466 Search Results

What Is a Financial Checkup?

What Is a Financial Checkup?

https://www.sofi.com/learn/content/financial-checkups/

…filing status. Having a child can open the door for added tax breaks. And starting a new business can bring additional tax obligations, such as estimated quarterly tax payments. Those…


Do I Need a Trust?

Do I Need a Trust?

https://www.sofi.com/learn/content/do-i-need-a-trust/

…income taxes on the assets if transferred to a beneficiary in a lower tax bracket, or help you reduce or avoid estate and gift taxes. Are Trusts Only for “Trust…


The Ultimate Guide to Investing for Retirement at Age 60

The Ultimate Guide to Investing for Retirement at Age 60

https://www.sofi.com/learn/content/how-to-invest-for-retirement-at-age-60/

…and entertainment. Taxes Some investment options have different tax implications, and it’s important to consider how your investments will be taxed in retirement. For example, traditional IRAs and 401(k)s are…


IRA Transfer vs Rollover: What's the Difference?

IRA Transfer vs Rollover

https://www.sofi.com/learn/content/ira-transfer-vs-rollover/

…Roth IRA, you must pay taxes on the traditional IRA before converting it to a Roth IRA. There are no taxes to be paid with a direct rollover, but the…


Comparing Personal Loans vs Business Loans

Comparing Personal Loans vs Business Loans

https://www.sofi.com/learn/content/business-loan-vs-personal-loan/

Tax Advantages Interest paid on a business loan is often tax-deductible Interest paid on a personal loan used for business expenses may be tax-deductible Support Lenders may offer operational support…


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