SoFi 401(k) Rollover Match: Earn a 1% Unlimited Match for Your IRA – Ends 9/15/24

Roll over your 401(k) to a SoFi IRA and earn a 1% unlimited match. Offer valid until September 15, 2024. Discover the benefits and requirements.

Quick Takeaways:

• SoFi offers a 1% unlimited match on 401(k) rollovers into a SoFi IRA (traditional or Roth).
• Minimum rollover amount: $20,000.
• Offer valid until September 15, 2024.
• Funds must remain in the account for 2 years to keep the bonus.

Introduction: How Can You Earn a 1% Match on Your 401(k) Rollover with SoFi?

Looking to maximize your retirement savings? SoFi is offering a 1% unlimited match on 401(k) rollovers into a SoFi IRA. By rolling over your 401(k) into a SoFi IRA, you can earn a 1% bonus on your transferred funds.

Imagine growing your retirement savings with this extra boost. Let’s explore how you can take advantage of this offer and enhance your retirement strategy.

The Offer

SoFi is offering a 1% unlimited match on 401(k) rollovers into a SoFi IRA (traditional or Roth).

>> OFFER LINK

The Fine Print:

• Minimum Rollover Amount: $20,000.
• Application Process: Complete the rollover via Capitalize’s rollover application by scheduling a rollover call or submitting a rollover request by the expiration date.
• Bonus Treatment: The 1% rollover match will be treated as interest earned and will not impact IRA contribution limits.
• Eligible Accounts: Automated IRA, Automated Roth IRA (offered by SoFi Wealth, LLC), Active IRA, and Active Roth IRA (offered by SoFi Securities, LLC) are eligible for the match.
• Hold Period: Funds must be held for at least 2 years from the close of the offer period (August 15, 2024) to keep the bonus. Early withdrawal of funds will result in the removal of the corresponding proportion of the 1% match.
• Bonus Payment: Bonuses will be paid within 60 days of the last day of the month in which the rollover funds settle in your SoFi Invest account.

Our Take

If you’re considering rolling over your 401(k) into an IRA, SoFi’s 1% unlimited match offer is a compelling incentive. By meeting the minimum rollover amount and holding the funds for the required period, you can significantly boost your retirement savings. Don’t miss out on this opportunity to enhance your financial future with SoFi. Start your rollover process today and take advantage of this limited-time offer.

See more SoFi offers here:

• Best SoFi Sign Up Bonuses, Promotions Of December 2024
• SoFi Active Investing Promotions: $25 Sign Up Bonus + $50 Referral
• SoFi Personal Loans Sign Up Bonus: Get $300 & Competitive Rates
• SoFi Student Loan Refinancing Sign Up Bonus: Get $300 Offer & $300 Referrals