Your future has met its match—1% on IRA contributions and rollovers 🤝

Kick start your retirement savings with SoFi.

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Log in ›     INDIVIDUAL RETIREMENT ACCOUNT (IRA) Boost your retirement with a 1% match. Open a SoFi IRA Begin Rollover       Hi Janet, Saving for retirement today could put you on the path to retiring as a millionaire. With a 1% match on rollovers and contributions to a SoFi IRA1—plus the power of compound returns—investing $7K a year for 40 years could get you there.2     Use our calculator to see how much you may need to invest each year to reach your retirement goals.     Click to use calculator with full requirement inputs. Above is for educational purposes and assumes retirement age of 65 years, life expectancy of 90 years, no current retirement savings balance, $7,000 of contributions per year (the maximum contribution limit), and 7% annual return. Actual results vary.     Learn more, then consider the next step by opening a SoFi IRA today.     Open a SoFi IRA Begin Rollover     1Terms and conditions apply. Matches on contributions are made up to the annual limits. 2The S&P 500 Index return does not include the reinvestment of dividends or account for investment fees, expenses, or taxes, which would reduce actual returns.     To learn more, explore the Invest Page.       Have questions? Contact us   Download the SoFi app   SoFi is committed to fighting racism, standing in solidarity with all of our communities, providing space for open dialogue, as well as taking action as informed allies. INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE SoFi Invest is a trade name used by SoFi Wealth LLC and SoFi Securities LLC offering investment products and services. Robo investing and advisory services are provided by SoFi Wealth LLC, an SEC-registered investment adviser. Brokerage and self-directed investing products offered through SoFi Securities LLC, Member FINRA/SIPC. For disclosures on SoFi Invest platforms visit SoFi.com/legal. For a full listing of the fees associated with SoFi Invest please view our fee schedule. This information should not be deemed as an offering nor a recommendation of product from SoFi Bank, N.A. Terms and conditions apply*. For 401k rollovers, existing SoFi IRA members must complete 401k rollovers via this link. For SoFi members without a SoFi IRA, a SoFi IRA must first be opened, and 401k rollover must be completed utilizing Capitalize via this link. SoFi and Capitalize will charge no additional fees to process a 401(k) rollover to a SoFi IRA. SoFi is not liable for any costs incurred from the existing 401k provider for rollover. Please check with your 401k provider for any fees or costs associated with the rollover. For IRA contributions, only deposits made via ACH and cash transfer from SoFi Bank accounts are eligible for the match. Click here for the 1% Match terms and conditions. SoFi doesn't provide tax or legal advice. Consult with a qualified tax advisor or attorney about your specific needs. The S&P 500 Index is a market-capitalization-weighted index of 500 leading publicly traded companies in the U.S. It is not an investment product, but a measure of U.S. equity performance. Historical performance of the S&P 500 Index does not guarantee similar results in the future. The historical return of the S&P 500 Index shown does not include the reinvestment of dividends or account for investment fees, expenses, or taxes, which would reduce actual returns. SoFi Securities LLC, values your privacy and the security of your personal information so please do not include sensitive personal information, such as your Social Security number, in any email or letter that you send to us. Social Finance, LLC. 234 1st Street, San Francisco, CA 94105 Unsubscribe Privacy Policy Licenses w: 3121825 rec: -2305479845334613513