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.