“Non Taxable”

769 Search Results

769 Search Results

What Is a Separately Managed Account (SMA)?

What Is a Separately Managed Account (SMA)?

https://www.sofi.com/learn/content/separetely-managed-accounts/

…in taxable brokerage accounts, SMAs can be more cost-friendly for investors. 💡 Quick Tip: When you’re actively investing in stocks, it’s important to ask what types of fees you might…


What Are High-Net Worth Individuals?

What Are High-Net Worth Individuals?

https://www.sofi.com/learn/content/high-net-worth-individuals/

…up assets. These can include: ◦   Bank account balances, including checking, savings, and certificates of deposit ◦   Retirement accounts ◦   Taxable investment accounts ◦   Property, such as real estate or…


Tax-Deductible or Not? Your Guide to End-of-Year Donations

Tax-Deductible or Not? Your Guide to End-of-Year Donations

https://www.sofi.com/learn/content/end-of-year-donations/

…electoral process and remain within guidelines. They just have to go about it in a nonpartisan way. Can I Deduct My Year-End Charitable Donation? In tax years 2024 and 2025,…


January Effect: What It Is and Is It Good for Investors?

January Effect: What It Is and Is It Good for Investors?

https://www.sofi.com/learn/content/january-effect/

…than market myths, with little evidence to prove the phenomenon definitively. Nonetheless, it may be helpful for investors to understand the history and possible causes behind the January Effect. Key…


What Are Index Funds, and How to Invest in Them

What Are Index Funds, and How to Invest in Them

https://www.sofi.com/learn/content/index-fund-investing-for-beginners/

…an existing portfolio? Are you starting a taxable account? Is this for retirement? Knowing your goals, your time frame, and how much risk you feel comfortable with will inform the…


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