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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Fractional shares let you buy a piece of your favorite companies7 <p>There are limitations with fractional shares to consider before investing. During market hours fractional share orders are transmitted immediately in the order received. There may be system delays from receipt of your order until execution and market conditions may adversely impact execution prices. Outside of market hours orders are received on a not held basis and will be aggregated for each security then executed in the morning trade window of the next business day at market open. Share will be delivered at an average price received for executing the securities through a single batched order. Fractional shares may not be transferred to another firm. Fractional shares will be sold when a transfer or closure request is initiated. Please consider that selling securities is a taxable event.</p>
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