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“Mutual Fund”

673 Search Results

673 Search Results

Guide to Self-Directed IRAs (SDIRA)

Guide to Self-Directed IRAs (SDIRA)

https://www.sofi.com/learn/content/self-directed-ira/

Individual retirement accounts, or IRAs, typically allow for a lot of flexibility in the kinds of investments you can make, from stocks and bonds to mutual funds and exchange-traded funds…


Opening a Savings Account for a Newborn Baby: What You Need to Know First

Opening a Savings Account for a Newborn Baby: What You Need to Know First

https://www.sofi.com/learn/content/how-to-open-a-savings-account-for-a-baby/

…($19,000 and $38,000, respectively, in 2025). With a 529 plan, you’re investing money rather than saving it. You can invest the money you contribute in a variety of mutual funds,…


What Is Pre-IPO Placement?

What Is Pre-IPO Placement?

https://www.sofi.com/learn/content/pre-ipo-placement/

…a company goes public. Companies typically sell pre-IPO shares to hedge funds, private equity firms and other institutional investors that can purchase them in large quantities. It’s possible, however, to…


How Do I Start a Health Savings Account?

How Do I Start a Health Savings Account?

https://www.sofi.com/learn/content/how-to-set-up-a-health-savings-account/

…to open an HSA, but you typically need at least $1,000 in the account in order to invest in certain mutual funds. HSA Contribution Limits For tax year 2024, HSA…


Traditional and Roth IRA Withdrawal Rules & Penalties

Guide to IRA Withdrawal Rules

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

mutual funds, ETFs, or other investments you want — it’s totally up to you. Traditional IRA Withdrawal Rules If you take funds out of a traditional IRA before you turn…


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