“Non Taxable”

766 Search Results

766 Search Results

Understanding Discretionary Expenses

Understanding Discretionary Expenses

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

…it, that’s a discretionary expense. What are discretionary expense examples? Examples of discretionary expenses include travel, entertainment, and eating out. What are examples of non-discretionary expenses? Non-discretionary expenses are typically…


What Does an Income Tax Preparer Do?

What Does an Income Tax Preparer Do?

https://www.sofi.com/learn/content/income-tax-preparer/

…a state exam, acquired a state license, and keep up with updates to the tax code through ongoing education. Non-Credentialed Tax Preparers Non-credentialed tax professionals are not licensed or certified…


Pros & Cons of Global Investments

Pros & Cons of Global Investments

https://www.sofi.com/learn/content/global-investments-pros-cons/

…may invest in international securities. These types of mutual funds include: •  Global funds that invest primarily in non-US companies, but can invest in domestic companies as well. •  International funds that…


Front-Running Explained

Front-Running Explained

https://www.sofi.com/learn/content/front-running/

Front running is when a broker trades a financial asset on the basis of non-public information that will influence the price of the asset in order to profit. In most…


Roth IRA Conversion: Rules and Examples

Roth IRA Conversion: Rules and Examples

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

…receive Social Security or Medicare benefits, a Roth IRA conversion would increase your taxable income, which could increase the taxes you pay on Social Security. The cost of your Medicare…


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