How do you solo Self employed Advisors affordable cover health insurance for you and your family? We currently have excellent fully paid benefits but will lose them when my wife is no longer working.

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Sure feels great to see my 401k take a huge dive just as I finish my first year of contributions

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Anyone ever used the Warton Group? Their marketing emails say they have preset appointments with 401k plan sponsors that are shopping their plan. The advisor is charged for the contacts. 1/2

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When a company transitions 401k providers, and funds are being mapped over, do the funds stay invested throughout the entire process? Or are there typically a few days out of the market? Cont...

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Health insurance Q: I’m choosing between 2 Anthem PPO’s, gold or silver. Gold is higher monthly fee, lower deductibles. Silver is low monthly fee, higher deductibles. In Cali. Any advice on deciding?

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So - does anyone else work at an insurance company that has shitty health benefits? Last Dr. Visit cost me over $700 out of pocket and it was a regular check-up w/ labs???

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Researched this & IRS site confused me 😫. Can someone clarify: if a wife doesn’t work, husband has access to 401k, she is disqualified from a deductible spouse IRA above $200k income right?

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How much do you pay for health insurance ?

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Anyone familiar with Securian Financial (formerly Minnesota Life) as a 401k provider? A friend asked me about their platform and wanted my opinion. I’ve never used them. ??

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Has anyone tried mediation to reduce stress, increase focus?? Have you seen any changes or benefits??

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Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

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What do you, personally, invest your money in, other than real estate and 401k ?

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If someone goes from full time to part time employed....should they be able to move their 401k elsewhere?

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If you loved your small independent broker dealer but they had just been acquired by a much larger corporation which does have benefits in terms, mostly, in technology, but you lose your “family” in the home office, what would you do and who would you look at if you were considering a change of your own?

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What benefits, perks, and other work life balance things would you like your firm to have in an ideal world?

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What type of events do you attend to network for individual clients? What about for 401k plan clients?

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How are you targeting 401k rollover opportunities? Where do you find them?

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Does anyone have a good book or resource on small business retirement plans that also explains the tax implications? Also, an easy tool that compares the options? EG: SEP, Solo 401k, DB plans...

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What are some unique ways you’ve taken over a 401k plan?

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Thinking about having my wife stay home w/ kids. Her job pays 100% of our health benefits today. Curious, are there options for group health insurance through like alumni or other associations? Cont

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How many fish make it a point to go to church regularly? What denomination are you and what benefits do you see from faithful participation/attendance?

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Do you all think an iPad with cellular is worth the business expense? If so, what are the benefits you get from it? Torn on whether or not to buy one...

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Anyone ever have a client be issued a check for a small 401k balance and the client never cashed it? Believe they had 60 days to get it into an IRA but they didn’t. What are their options? Continued.

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Anyone use Ubiquity for a 401k plan?

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Related Posts

All 🐠 with firms that provide pensions... Best advice for vested pension when leaving your firm? Should you take lump sum or leave it? Manager level but been with firm since college graduation.

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How much do you think is an acceptable percentage of your salary to spend on rent? I hear 30% of gross salary but that equals 54% of my take home salary when you factor in 401k, ESPP, healthcare, dental, FSA etc. What are your thoughts?

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$8K in 401K at 24 years old. Is that bad or good?

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What is EY's taxi expense reimbursement policy for employees?

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My 401k yielded 2% on the year. What am I doing wrong? First timer.

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Need advice. I’m a 2nd year Analyst making $80K/yr. I contribute 6% to my 401k, $100/mth to a ETF index fund, and save ~10k year. How is my saving strategy? Am I doing pretty well?

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Which firms still offer MBA sponsorship/ reimbursement?

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ACN people, do you still expense a dinner per diem ifyou have a team outing?

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Difference between Roth 401k and Roth IRA? How does company match factor in? Confused on some of the details

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Is there anyway for America to get all of the idealistic benefits of Bernie Sanders without losing half my paycheck?

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Thoughts on leaving big 4 for a boutique firm with higher pay, better title, more responsibility, better work life balance, great partners Buttttt no grad school reimbursement

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What was your salary when you were able to max out your 401K? What about those of you with a Roth 401K?

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Hi Accountant 🐠! My friend just received settlement. She is trying to figure out what to do with it. Someone told to open a trust to avoid taxes and impact on her potential benefits <contd>

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How long is the Paternal leave in Dtt? Do we get full paid during that period?

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Do teachers use LinkedIn to network? Wanted to utilize an old account but don’t know the benefits?

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Question I do not want to get lost in another thread (I.e. Should I lie about how much I make to potential employer) -- how do you estimate quantitative value of benefits to add on to that number so..

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What happens to your 401k when you leave D? Since they deposit at year end, do I get half if I leave now or no match for this fiscal year?

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What are you doing for a retirement plan as an independent consultant? Solo 401K, SEP IRA, etc.? Any recommendations on where to open an account?

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How to protect my high stress and soulless income from tax besides 401k and having a million kids. Preferably passive income strategies. Pls &thx

likehelpful
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Take the Easy associate job that pays more with great brand name, great pay, great benefits, seemingly good manager, but the role isn’t what you want and isn’t as good of a stepping stone OR the difficult manager role that has great role, high impact, helps you learn, good skill development, average benefits, good pay (but not crazy outstanding), solid brand name BUT you don’t know the team/manager well & pay/benefits isn’t as high as the first

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Additional Posts

I am maxing out my Roth IRA (via backdoor) and I am contributing to my Roth 401k just enough to get the complete company's match. As an immigrant on an H1b visa, should I max out my 401k? Need some advice and would appreciate the factors leading to that decision

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What salary would you expect moving to industry as a new manager?

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160k Tc, 125k salary in Seattle - how much should I spend on rent/food per month? Relocating from the Midwest, so am new to area. Could you provide a conservative range to live comfortably...

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Have an offer for 500k upfront to buy out my startup with 20% equity reserved for my shareholders. They are also offering me 150k base salary for Business development lead in the new co.

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Any SAE (or AS looking to move sideways) interested in an AS position? Need is to be independent with HCP experience and enjoy science stuff:) It's not oncology though no worries:) NYC. DM me for more

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Are layoffs are finally tapering off or slowly rising?

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There is serious division among the Asian and black community. In light of BLM and COVID related attacks on Asians the importance of minority communities standing together is even more critical and pertinent.

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likeuplifting
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Is anyone else bothered by Fernando Machado’s constant bragging about his oh-so-clever BK Covid ads? I respect the guy and like some of the ideas, but this starts feeling really out of touch.

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If you were recently laid off or looking for a new position: we are hiring for two management consultant professionals with at least 5 years client facing experience. Please DM me if interested—thanks!

likesmart
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How was the Chicago promotion day? Any goodies? Was promoted but couldn't make it.

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Those who've left the country due to H1B issues, did you have to pay tax on transferring your savings to an Indian bank acct?

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Any Chicago account directors care to share their salary and years of experience??

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People on the bench at Accenture, is it common for you to work from home?

likehelpful
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How do you prepare for interviews - first call with recruiter and subsequent interviews? Hoping to hear about different interview strategies, and what worked for you.

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What % of your salary (after tax) goes to rent?

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If I have 1-2 years of professional analytics experience in the tech industry (Silicon Valley), would should be my salary range when I move into industry?

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Anyone who does b-school interviews for admissions, what’s your favorite question to ask? What are the top qualities you want to see in candidates? (Helping prep a group for fall applications.)

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Has anyone been to Puerto Rico on vacation lately? Thinking of PR or Cuba..

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Anyone have a Peloton referral code they could share?

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