Investing and Wealth Management

SoFi

Visit www.sofi.com/learn/content/investing/ to learn how to start investing and building wealth. Plus, use the tools below to learn more about how to make the most out of your money. 

Tools and Calculators

• Learn how to calculate stock profit to understand better how much you make and how much you owe in taxes.
• How much should you contribute to a Roth IRA?
• Find out when you can retire.

Citizens

The road to wealth – let Citizens guide you on the journey to achieve the future of your dreams. The tools below can also help along the way.

Tools and Calculators

• This in-depth calculator can help you create a secure retirement plan.
• If you are self-employed, learn how an individual 401(k) can help you build a secure retirement.
• Roth 401(k) versus traditional 401(k). Learn which is the best option for you.

FreeWill

FreeWill is an online tool that guides you through the process of creating a legally valid will or trust. It’s easy to use, accessible online and can be completed in 20 minutes. You can use this resource on its own, or use it to document your wishes before finalizing your plans with an attorney.