“How to Pay Less Taxes”

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978 Search Results

Guide to Rolling Over a 403(b) Into an IRA

Guide to Rolling Over a 403(b) Into an IRA

https://www.sofi.com/learn/content/rollover-403b-to-ira/

If you have a 403(b) plan at work and you leave your employer, you could roll over some or all of your savings into an IRA. Rolling a 403(b) over to an IRA simply means moving money from one retirement account to another. You might consider a 403(b) rollover if you’d like to gain access […]


Guide to Rolling Over a Pension Into an IRA

Guide to Rolling Over a Pension Into an IRA

https://www.sofi.com/learn/content/rolling-over-pension-into-ira/

If you have a defined-benefit pension plan, you could opt for a lump-sum distribution when you retire or roll the money over to an individual retirement account (IRA). Rolling pension benefits to an IRA is something you might consider if you don’t necessarily need the money right away for retirement and you want to maintain […]


REITs vs Real Estate Crowdfunding

REITs vs Real Estate Crowdfunding

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

As a type of alternative investment, real estate can add diversification to a portfolio and act as a hedge against inflation. Real estate investment trusts (REITs) and real estate crowdfunding offer two unique entry points to this alternative asset class. Both allow you to invest in real estate without being required to own property directly. […]


What Is a Required Minimum Distribution (RMD) for IRAs?

What Is a Required Minimum Distribution (RMD) for IRAs

https://www.sofi.com/learn/content/ira-required-minimum-distribution/

Individual retirement accounts (IRAs) are retirement savings accounts that offer certain tax-advantages. Some types of IRAs, including traditional and inherited Roth IRAs, are subject to required minimum distribution (RMD) rules. What is an RMD on an IRA? In simple terms, it’s a withdrawal you make from an RMD every year once you reach a certain […]


Recharacterizing IRAs: A Complete Guide

Recharacterizing IRAs: A Complete Guide

https://www.sofi.com/learn/content/ira-recharacterization/

An IRA recharacterization allows you to make changes to the type of contribution you made to one IRA by transferring it to a second IRA within the same tax year. For example, you might recharacterize traditional IRA contributions as Roth contributions, or vice versa. This process is different from an IRA conversion, which is not […]


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