“Trusts and Estates”

115 Search Results

115 Search Results

Guide to Payable on Death vs. In Trust For

Guide to Payable on Death vs. In Trust For

https://www.sofi.com/learn/content/in-trust-for-vs-payable-on-death/

…can be excluded from probate. Also be aware of the potential cons: •   Trusts can be costly to establish if you’re working with an attorney. •   The trustee is also…


Is Inflation a Good or Bad Thing for Consumers?

Is Inflation a Good or Bad Thing for Consumers?

https://www.sofi.com/learn/content/is-inflation-good-or-bad/

…incomes. You could benefit from that by investing in real estate ETFs or real estate investment trusts (REITs) if you’d rather not own property directly. •   Compounding interest allows you…


A Guide to Tax-Efficient Investing

A Guide to Tax-Efficient Investing

https://www.sofi.com/learn/content/tax-efficient-investing/

…Planning There are a number of ways to structure inheritances in a tax-efficient manner, including the use of gifts, trusts, and other vehicles. With a sophisticated estate-planning strategy, taxes can…


Mortgage-Backed Securities, Explained

Mortgage-Backed Securities, Explained

https://www.sofi.com/learn/content/mortgage-backed-securities-explained/

…the simplest type of MBS. They are structured as trusts, in which a servicer collects mortgage payments for the underlying loans and distributes them to investors. Pass-through mortgage-backed securities typically…


What Is Yield?

What Is Yield?

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

…out for the year and then do the calculation. If a stock doesn’t pay a dividend, then it doesn’t have a dividend yield. Note that real estate investment trusts (REITs)…


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