can any explain the advantages/disadvantages of doing a lump sum pension payout rather than waiting till retirement? I no longer work for the company so does my pension not grow so getting lump sum is better to move to an IRA? thanks in advance!

What are your thoughts on buying a house now and refinancing later? (Hopefully when interest rates are lower)

How to transfer PF after joining new organization.

4th year associate, 200k student loans—think I’ll be able to get a mortgage even with loans? Looking at a place for 450k. I have 3.5 years public interest work that counts towards PLSF and I plan on going back to government so I really don’t care to pay it down.

Any PAs that have another stream of income outside of their PA job? Like business/entrepreneurship or IT?

Anyone know how to transfer your 401k after leaving acn?

Let’s talk credit cards! Is there any one which has 0% foreign transaction fee? (Like Revolut)

I am plat exec on AA and wife wants to purchase ticket to Europe (traveling alone). Any benefits of booking it through my account (and assigning her FF#) or none?

Hi Fishes,
Had a very serious query. In my current organization I was not under taxable bracket by any means so I didn't submit any investment declarations or anything. But I'll start a new job in 2 weeks where I'll be under taxable bracket. So will I get a chance to submit my investment declarations in the new company for tds calculations in the middle of the year ? I'm new to everything so would appreciate your help. TIA :)

For EESP - which is better share withholding or payroll withholding? Thoughts?

Are my crypto profits taxed?

Well yes. Crypto is taxed like stocks & other types of property. When you sell for a profit, you are required to pay tax on the gains. It’s called capital gains tax.

Is it possible to buy a new luxury German sedan car with 30k budget?

How often do you come across Schedule F? I have prepped 3 tax returns for farmers this busy season? It’s interesting. I’ve worked for large and small firms. I never had to deal with Schedule F until now.

Hey
I have investment in crypto and as per kpmg policies we cant hold it. Can anyone please tell is there any way of holding the same and not getting caught.

I'm a young professional finishing my first year of my career. Last month I opened a brokerage account & invested $4000 in the stock market. I'm planning to invest at at least $2000/month every month now with the goal of creating a passive income stream. Do any of you have experience with a dividend growth strategy? How did you get started?

Firm needs to get something done in Town X (130 miles away). Coincidentally, I also need to be in Town X that same day for something else (personal stuff). Is it OK to volunteer to do the thing and ask for a reimbursement of my expenses (fuel etc.)?

For those of you in healthcare related account management, what is your healthcare background? I am clinical and getting ready to hire a higher level account manager. I am really biased toward people with clinical/in hospital experience because, quite frankly, healthcare is a different beast - lots of hand holding and change management. I don’t want to miss the right person because of my bias, so im wondering how many healthcare related AMs have healthcare/clinical experience… thanks in advance!

Good recommendations for realtors in LP/OT area? Apartment rentals. Thank you!

Just watched the Polka King on Netflix and feel a little like Jan Lewan's investors. What exactly am I investing in?

Hi Team
I've declared the tax under my profile payroll and what is the use of FCP?

Anyone who commutes in from Jersey City - do you take the PATH or NJ transit? Which is better/worse?

I’m trying to get a job as a pharmacist at bcbs. Anyone ever worked there or have experience there? Any tips on how I could make my resume stand out for them?

Feeling better about myself after reading a 20 year old correction deed to insert "grants to" that had been left out of a quitclaim deed. And I thought *I* was moving too fast and missing stuff 😂

What’s the keyboard shortcut to get into the “insert options” dialogue when you’ve inserted a new row with Ctrl+Shift+Plus?

Anyone move over to a portco role at a more senior level? Positive or negative experience?

Does it always make sense to max out your HSA? I have ~$6k parked there now as a healthy 28 yo with virtually no healthcare utilization

Where can I get a competitive intelligence template deck for comparing cybersecurity service providers like big4, accenture??

I want to leave my captive company. I don’t think I am ready to be totally on my own even with a cluster group etc. There is an option to be subcontractor in another independent company. I can write she said like 300 companies in many states, it would be helpful because I have many friends out of state. Is taking 25% of sales for giving CRM and companies too much? Seems like a lot. It is like “owning your book” but I assume I would pay a high price if I want to totally manage myself in a futu

Getting ready to do an audit of the latest and greatest in end-to-end influencer platforms. We currently use IZEA. It’s OK and gets the job done, but like any platform has pros and cons. What platforms are you all using, or would you recommend checking out.

Guys, does Barclays have any projects which works in Power Platform technology ( Power Apps, Power Automate, etc)??

I need a referal

About to interview with Neuberger Berman, hadn’t heard of them before. Anyone have any thoughts on their culture and WLB?

What are your favorite sites for keeping up with digital media/industry news?

Looking to create a comprehensive personal RSS feed and don't just want to stick to the basics (AdAge, AdWeek, etc).

What are the best dashboards for data aggregation across all digital including walled gardens? Best dashboard for holistic campaign reporting and data visualization?

Started a new job in December and a recruiter from another agency just reach out. Want to keep channels open for the future but think it would look bad to move jobs such a short time. Should I take the call or just tell them to reach out later?

I make 135k gross/year & am looking at apartments in a tier 2 city. 2k for a 1 bedroom or 3k for a 2 bedroom? I’ll be working from home and living by myself & a pup. The hesitancy is 3k is basically one of my paychecks after taxes. I live frugally otherwise with the exception of eating at a nice restaurant once a week. Is a two bedroom worth it?

What is the *prime* amount of money to bring you happiness?

Is it possible to go from Finance Compliance to Biglaw? I have 5y Biglaw experience abroad and NY license. Moved to NY for inhouse job in finance but considering moving back after 4y.

Hello! Anyone working for UBS in Switzerland? Are you allowed to work from abroad few days a year? Thank you!

Hey! Any pointers on how to present “strategies on merging two major banks contact centers” I’m preparing for an interview where they asked me to present this in 5 slides. Any articles I can look up? Any specific issues that I can address?
Thanks in advance!

Thoughts on Golden Source EDM software?

What is the compensation for SVP @Wintrust in Chicago…this role is in product, tech and compliance

Hello! I’m looking for an affordable financial planner based in Boston or available for a remote consultation. I am a professional in their later 20s looking to set up a budgeting plan for myself. Thanks so much!