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“After Tax 401k”

466 Search Results

466 Search Results

Traditional and Roth IRA Withdrawal Rules & Penalties

Guide to IRA Withdrawal Rules

https://www.sofi.com/learn/content/ira-withdrawal-rules/

…Roth IRA are tax free, since you make contributions with aftertax funds. And there are some other rules about Roth IRAs to keep in mind as well. The Five-year Rule…


Balancing Paying Off Student Loans & Starting a Family

Balancing Paying Off Student Loans & Starting a Family

https://www.sofi.com/learn/content/paying-student-loans-as-new-parents/

…is not intended to serve as legal or tax advice or as a substitute for legal counsel. You should consult your own attorney and/or tax advisor if you have a…


Are Robo-Advisors Safe and Worth It?

Are Robo-Advisors Safe and Worth It?

https://www.sofi.com/learn/content/are-robo-advisors-worth-it/

…these details, the service might automatically rebalance the portfolio over time, execute trades, and may even conduct tax-loss harvesting. SoFi’s automated portfolio does offer automatic rebalancing, but not automatic tax-loss…


Student Loan Mistakes that Could Make Interest Soar

Student Loan Mistakes that Could Make Interest Soar

https://www.sofi.com/learn/content/4-student-loan-mistakes-that-make-interest-soar/

tax advice. This is just a high-level look at a potential tax deduction, and isn’t a definitive accounting of the information available. Always consult with a tax professional about tax


CDs vs Treasury Bills: What’s the Difference?

CDs vs Treasury Bills: What’s the Difference?

https://www.sofi.com/learn/content/cds-vs-treasury-bills/

…CDs is taxed in the year it is earned, whereas Treasury bill interest is taxed when the T-bill is sold. •   CD interest is taxable at both federal and state…


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