“Public Equity”

858 Search Results

858 Search Results

Tips for Avoiding the 529 Withdrawal Penalty

Tips for Avoiding the 529 Withdrawal Penalty

https://www.sofi.com/learn/content/529-withdrawal-penalty/

…an income-contingent repayment plan or relief from the Public Service Loan Forgiveness program. There is no federal program that allows for parents to transfer a parent plus loan to the…


What Is the Rule of 55? How It Works for Early Retirement

What Is the Rule of 55? How It Works for Early Retirement

https://www.sofi.com/learn/content/rule-of-55-retirement/

…your retirement plan penalty-free. If you’re a qualified public safety employee, this exception kicks in at age 50 instead of 55. 💡 Quick Tip: Before opening an investment account, know…


Introduction to Fixed Income Securities

Introduction to Fixed Income Securities

https://www.sofi.com/learn/content/fixed-income-securities-introduction/

Fixed income securities are a vital pool of investments that are an important part of investors’ strategies, whether they’re institution or individual investors. And while the public is more likely…


Student Loan Forbearance Extension: Can You Get One?

Student Loan Forbearance Extension: Can You Get One?

https://www.sofi.com/learn/content/student-loan-forbearance-extension/

…General student loan forbearance •   General student loan deferment •   An income-driven repayment plan •   Public Service Loan Forgiveness program Income-Driven Repayment (IDR) Based on your income and family size,…


Pros & Cons of Global Investments

Pros & Cons of Global Investments

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

…this by requiring public companies to disclose “meaningful financial and other information to the public.” This allows investors to make informed investment decisions about particular securities. Whereas in other countries…


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