“After Tax 401k”

469 Search Results

469 Search Results

What's the Difference Between REITs and Real Estate Mutual Funds?

What’s the Difference Between REITs and Real Estate Mutual Funds?

https://www.sofi.com/learn/content/reits-vs-real-estate-mutual-funds/

…income tax rates for certain taxpayers. Real estate mutual funds can also generate a Form 1099-DIV for investors when there are taxable distributions to report. Investors have to pay tax


How to Invest in Real Estate: 7 Ways for Beginners

How to Invest in Real Estate: 7 Ways for Beginners

https://www.sofi.com/learn/content/how-to-invest-in-real-estate/

…Alternative investments may lack diversification, involve complex tax structures and have delays in reporting important tax information. Registered and unregistered alternative investments are not subject to the same regulatory requirements…


Robo-Advisor Fees: Comparing Costs and What You Need to Know

How to Compare Robo Investing Fees

https://www.sofi.com/learn/content/robo-advisor-fees/

…conduct tax-loss harvesting. SoFi’s automated portfolio does offer automatic rebalancing, but not automatic tax-loss harvesting. First launched in 2008 or 2009, the robo-advisor industry has expanded rapidly in the last…


How Employers Can Ease the Stress of Student Loans for Parents of College Students

How Employers Can Ease the Stress of Student Loans for Parents of College Students

https://www.sofi.com/learn/content/employers-can-ease-stress-student-loans-parents-college-students/

…or tax advice or as a substitute for legal counsel. You should consult your own attorney and/or tax advisor if you have a question requiring legal or tax advice. SOBD0124005…


Are Mutual Funds Good for Retirement?

Are Mutual Funds Good for Retirement?

https://www.sofi.com/learn/content/mutual-retirement-funds/

…sells securities at a gain. Just like other investments, mutual funds and ETFs are subject to capital gains tax. Whether you pay short- or long-term capital gains tax rates depends…


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