“Pros and Cons of a 529 Plan”

934 Search Results

934 Search Results

Ways to Avoid Student Loan Fees

Ways to Avoid Student Loan Fees

https://www.sofi.com/learn/content/avoiding-student-loan-fees/

…that private student loans lack the borrower protections afforded to federal student loans – things like income-driven repayment plans or deferment options. For this reason they are generally considered an…


13 Steps to Prepare for Tax Season

13 Steps to Prepare for Tax Season

https://www.sofi.com/learn/content/preparing-for-tax-season/

…standard deductions are: •   $13,850 for single filers and those married filing separately •   $27,700 for those married filing jointly •   $20,800 for heads of household Those aged 65 or…


Everything You Need to Know About Taxes on Investment Income

Everything You Need to Know About Taxes on Investment Income

https://www.sofi.com/learn/content/taxes-on-investment-income/

…their MAGI would be $250,000. This is $50,000 above the threshold, which means they would owe NIIT on $50,000. To calculate the exact amount the taxpayer would owe, one would…


Investment Tax Rules Every Investor Should Know

Investment Tax Rules Every Investor Should Know

https://www.sofi.com/learn/content/investment-tax-rules/

…NIIT of $60,000 across all investments in a single tax year. This brings their MAGI to $260,000—$10,000 over the AGI threshold. This would mean the taxpayer would owe tax on…


Guide to Investing in Your 30s

Guide to Investing in Your 30s

https://www.sofi.com/learn/content/investing-in-your-30s/

…your 401(k) •  Save $6,000 in an IRA •  Have $150,000 in retirement savings by age 40 •  Grow your net worth to $100,000 by age 40 Setting goals this way may require…


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