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“Non Taxable”

769 Search Results

769 Search Results

Inherited 401(k): Rules and Tax Information

Inherited 401(k): Rules and Tax Information

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

…least 73. If you’re not yet 73, other rules apply and you may want to consult a professional. Inheriting a 401(k) from a Non-Spouse The options for a non-spouse beneficiary…


Guide to Liquid Net Worth

Guide to Liquid Net Worth

https://www.sofi.com/learn/content/what-is-my-liquid-net-worth/

…net worth includes cash, checking and savings accounts, stocks, bonds, and other assets that can be quickly converted to cash. •   Non-liquid assets like real estate and retirement accounts are…


Getting Financial Aid When Your Parents Make Too Much

Getting Financial Aid When Your Parents Make Too Much

https://www.sofi.com/learn/content/financial-aid-for-higher-income-families/

…The FAFSA is essential for accessing both need-based and non-need-based aid. •   Financial aid offices at colleges determine aid amounts based on cost of attendance and Student Aid Index. •  …


Qualifying for the Public Service Loan Forgiveness Program

Qualifying for the Public Service Loan Forgiveness Program

https://www.sofi.com/learn/content/public-service-loan-forgiveness-program-qualifications/

…employer qualifies as a public service organization. That includes government organizations and 501(c)3 tax-exempt non-profit organizations. There are a few non-profit organizations that are not officially 501(c)3 but still qualify—but…


What Is a Reverse Mortgage?

What Is a Reverse Mortgage?

https://www.sofi.com/learn/content/how-do-reverse-mortgages-work/

…other borrower is listed on the loan. However, a new HUD policy offers protections to a non-borrowing spouse when a partner moves into long-term care. The non-borrowing spouse may remain…


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