“After Tax 401k”

470 Search Results

470 Search Results

How to Save for College

How to Save for College

https://www.sofi.com/learn/content/how-to-save-for-college/

…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. SOPS19067…


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…


Home Equity Line of Credit (HELOC) vs Student Loans

Home Equity Line of Credit (HELOC) vs Student Loans

https://www.sofi.com/learn/content/heloc-vs-student-loans/

…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 question requiring legal or tax advice….


GAAP: Generally Accepted Accounting Principles

GAAP: Generally Accepted Accounting Principles

https://www.sofi.com/learn/content/what-is-gaap/

…when preparing the company’s tax return. When comparing tax-basis vs. GAAP accounting, tax-basis accounting is less complex and often leads to less footnote disclosures in financial statements. GAAS Generally accepted…


What’s a Good Monthly Retirement Income for a Couple in 2024?

What’s a Good Monthly Retirement Income for a Couple in 2024?

https://www.sofi.com/learn/content/what-is-a-good-monthly-retirement-income-for-a-couple/

…along with your joint retirement budget, is an opportunity to anticipate how your spending needs might change. Taxes and Medicare May Change in Your Lifetime Taxes can take a bite…


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