Retirement
Retirement looks different than it did for previous generations. FinanceBuzz covers the decisions that matter most: 401(k) and IRA planning, Social Security strategies, and how to make your money last wherever you choose to retire.
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Get up to $10,000 when you transfer your brokerage account to Public.com1 <p class="">Depending on the amount you transfer <br></p>
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Get up to $1,000 in stock when you open and fund a new account with at least $502 <p><b>INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • </b><b>MAY LOSE VALUE</b></p><p>Brokerage and Active investing products offered through SoFi Securities LLC, member FINRA(<a href="https://www.finra.org/">www.finra.org</a>)/SIPC(<a href="https://www.sipc.org/">www.sipc.org</a>).</p> 3 <p class="">The probability of a member receiving $1,000 is 0.028%. If you don’t make a selection in 45 days, you’ll no longer qualify for the promo. Members must fund their account with a minimum of $50.00 to qualify. The probability percentage is subject to decrease. Members are only eligible for the Stock Award promotion upon opening their first brokerage account; subsequent cash brokerage accounts are ineligible for the promo, including for members with multiple accounts.</p>
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Get a 1% Match on contributions to a SoFi non-retirement Active Invest account4 <p>Available to SoFi Invest members from August 18 - August 31, 2026. All eligible members receive a 1% Match on cash deposits into non-retirement SoFi Invest accounts; SoFi Plus members receive a 2% Match. SoFi Plus members must be subscribed at the time of deposit and keep the deposited funds in the account for five (5) years to retain the full 2% Match. Non SoFi Plus members must keep the deposited funds in the account for five (5) years to retain the full 1% match. Restrictions apply. Match may be taxable.</p>
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Trade stocks and ETFs with $0 commissions5 <p class="">Other fees, such as exchange fees, may apply. Please view our fee disclosure to view a full listing of fees.<br></p>
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Invest in IPOs before they trade on the public market6 <p>Investing in alternative investments and/or strategies may not be suitable for all investors and involves unique risks, including the risk of loss. An investor should consider their individual circumstances and any investment information, such as a prospectus, prior to investing. Interval Funds are illiquid instruments, the ability to trade on your timeline may be restricted. Brokerage and Active investing products offered through SoFi Securities LLC, Member FINRA(<a href="https://www.finra.org" style="background-color: rgb(255, 255, 255);">www.finra.org</a>) /SIPC (<a href="https://www.sipc.org" style="background-color: rgb(255, 255, 255);">www.sipc.org</a>).</p>
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