“Non Taxable”

766 Search Results

766 Search Results

8 Year-End Tax Moves to Make in 2025

8 Year-End Tax Moves to Make in 2025

https://www.sofi.com/learn/content/year-end-tax-moves/

…investing for non-retirement savings you won’t need to touch for a while. Why End-of-Year Tax Prep Is Important The end of the year and start of the new year can…


Required Minimum Distribution (RMD) Rules for 401(k)s

Required Minimum Distribution (RMD) Rules for 401(k)s

https://www.sofi.com/learn/content/401k-rmd/

…with specific rules differing for spouses versus non-spouses, including timelines for withdrawals. What Is an RMD? While many 401(k) participants know about the early withdrawal penalties for 401(k) accounts, fewer…


Understanding Highly Compensated Employees (HCEs)

Understanding Highly Compensated Employees (HCEs)

https://www.sofi.com/learn/content/highly-compensated-employee/

non-highly compensated employees have a more level playing field when it comes to 401(k) contributions. Employers calculate the average contributions of non-highly compensated employees when testing for nondiscrimination. Depending on…


REITs vs. REIT ETFs: What's the Difference?

REITs vs. REIT ETFs: What’s the Difference?

https://www.sofi.com/learn/content/reit-vs-reit-etf/

…exchanges, while REITs can be publicly traded, non-traded, or private. Overview of REITs A real estate investment trust is a legal entity that owns and operates income-producing properties. REITs can…


4 Places To Put Your Retirement Money

4 Places To Put Your Retirement Money

https://www.sofi.com/learn/content/where-to-put-retirement-money/

…there is no such tax on any money earned through investing. 4. Non-retirement investment account Non-retirement investment accounts, such as brokerage accounts or general investing accounts, offer more flexibility in…


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