Anyone know the 401k structure and when they pay?

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Has anyone set up an NY 529 for their kids? Know there’s a 10k tax exemption for NY state taxes, but does anyone know if that per child, or across all children?

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Any one doing home mortgage with First Republic? Do they have conditions like rollover old 401ks with them?

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I want to buy a large TV for Cyber Monday but have always been lower income. I would feel bad having family over with an expensive TV. I don't really need it. Our house is still very much low budget. I haven't made any real upgrades since getting a new job.

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My CSR just renewed earlier this month. Last year my first $300 of travel expenses was deducted off my credit card (including Uber’s) but that does not appear to be happening even though I just renewed. What gives?

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Left PwC. Where can I inquire about my 401k and get my W-2?

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Hi all, new to this group and to home buying. Wanted to get advice on whether this is a good time to purchase a condo. Also how do you know which area is best in terms of future appreciation? Thinking of Hudson county, Newport jersey city or close to it. Any thoughts on pros and cons to be considered when purchasing a first condo apt ? Also what resources are available for a first time buyer . Thanks a ton in advance

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Hey all! I’m 30 years old. About to close on a house with a 5.75% fixed 30 yr mortgage. If you were me and your goal was to maximize your net worth by retirement, would you put a few thousand dollars extra into paying down the house faster or invest that extra money in the market? The 5.75% doesn’t feel that low but also not crazy high so I’m torn. Thoughts? 🙏

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Left PwC. Where can I inquire about my 401k and get my W-2?

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Looking for a referral for Senior Tax Position at Crowe- Chicago/ oak brook location.. please DM me

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Crowe how is work environment at Crowe after October 15th deadline for tax department?

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