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690 Search Results

SEP IRA Contribution Limits for 2024

SEP IRA Contribution Limits for 2024

https://www.sofi.com/learn/content/sep-ira-contribution-limits/

…to choose from, many people will find an account that fits with their needs and goals.” -Brian Walsh, CFP® and Head of Advice & Planning at SoFi SEP IRAs are…


What Is 401(k) Plan Benchmarking?

What Is 401(k) Plan Benchmarking?

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

…of benchmarking planning, and making that a regular event — such as annually — is important so that the employer continuously complies with ERISA guidelines. Employers have a fiduciary responsibility…


Opening a Savings Account for a Newborn Baby: What You Need to Know First

Opening a Savings Account for a Newborn Baby: What You Need to Know First

https://www.sofi.com/learn/content/how-to-open-a-savings-account-for-a-baby/

…the baby’s birth certificate and Social Security number. •   Alternatives like 529 College Savings Accounts or custodial accounts offer different benefits for long-term financial planning. •   At this time, SoFi…


What to Expect at College Orientation

What to Expect at College Orientation

https://www.sofi.com/learn/content/what-to-expect-at-college-orientation/

…packed with information and experiences that can set you up for success over the next four years. Planning ahead and diving into the details of the orientation schedule is just…


How Does an Adjustable-Rate Mortgage Work?

How Does an Adjustable-Rate Mortgage Work?

https://www.sofi.com/learn/content/how-does-an-adjustable-rate-mortgage-work/

…are a few scenarios where an ARM makes sense. •   If you’re only planning to keep the home (or keep the mortgage) for a few years. •   Interest rates are…


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