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...

Does anyone know how to declare in my individual tax return, RSA and Stock Options from a US Company that I have? Non exercised yet.

Alright auto fishes, I’m in the market for a entry level luxury car. Open to used or a lease. I don’t plan to use it as a daily driver, live in an HCOL. Only restriction is that I’d like to keep my monthly costs at no more than $600-$700/month (including insurance, financing / fees, etc; have a parking spot already). Doesn’t have to be a European badge. Thoughts?

Apart from offer do we have any other additional benefits in ibm like leave encashment, travel or internet allowance, food card allowance etc.
I also see sign on bonus of 1lk, could you please let me know when and how it will be paid considering working for 1year plus ?
What is the % we can expect for yearly performance bonus which is not part of package and how is it calculated and when it will normally be credited ?

Following up on a similar post about NYC, for those in SF - salary and what do you pay in rent?

Hi- in conversation to make a move, but curious what the total package looks like for an experienced associate? (PTO days, 401K and pension?) Also, is there a paternity leave program? Thanks!

Do Optum offers some relocation benefits. Like inital days staying at some guest house/hotels.?
If yes then to whom we have to reach out?

Opinions on getting a Non-Owner Car Insurance policy (especially if you drive rentals for work often)? Up until last month I owned my own personal car and had regular insurance. Wondering about (cont)

I’ve been verbally offered a position at a new company, but the recruiter insists on getting a verbal acceptance before sending the offer in writing. This person insists on negotiating salary before sending the paperwork. Generic benefits, RSUs, bonus info have been provided; it’s all unofficial.

This is absurd. Am I missing some “new way” of doing things? Your take?

Angel investors : What returns do you expect when investing? Also what’s your range of investment?

Sharks! I’m 33, currently working as a Java Architect (11.6 YOE, 40 LPA INR). I’m planning for retirement at my 40. Currently owning a house worth 1 Crore INR where I’ll be closing my home loan by this August. Please suggest diversified options of Investment for my retirement. I don’t have any investment till now (except the house) as I used my whole income to close off the Loan which I took in 2019.

For the noobs - remember if a stock goes up quick, it can go down quick. Good day to buy more!

Hi everyone! I am working with my HR to improve our maternity/paternity leave policy. Currently I only get 2 weeks fully paid and then an additional 8-12 weeks at 60% pay (short term disability). I need some examples of companies with less than 100 employees and what your maternity/paternity policy is. Please include company name! Thanks!!!

Hey guys, Can anyone please tell me if there is any restrictions on SPI in mutual funds in MS for employees.

Anyone has experience in investing through Angellist?

Do you buy insurance when travelling to US for fun? Moved to Europe recently and this will be my first time back in US without employer health insurance - should I buy travel insurance? Where from? Thanks!

I saw a great thread online about a Black physician who saved the day when a patient came in for an urgent MRI, but had metal pins in her wig so none of the white nurses or doctors could get it off. Black Physician rushed in with some alcohol and got it off in no time. We are crucial to the healthcare field for so many reasons, remember that!

Noob question - bought a call debit spread 195/197.50. PayPal is at 199 today - if I hold till expiration I get the 250 correct? Or can I exercise it now and get the 250?

What stocks are you guy guys buying right now in this market?

I was rejected from a job because I don’t have a big online presence. Why does work have to be my hobby, too? Is this normal?

Anyone joined LtI recently with cloud engineer role?

Hey fishes,

Anyone recently joined LTI as senior data engineer P2?

Man, i need to talk you, plz respond

How is the variable paid in pwc? Is it given straightway from joining?

Any investors in the woodlands Texas for single family homes, rent looks good as per Zillow , good school district and houses are still affordable compared to Dallas and Austin

Hi do you interview from time to time just to check what’s your market worth?

It appears J Crew is filing bankruptcy this weekend and brooks bros might not be too far behind. What are consultants going to wear when we eventually get back to work??

Booz Allen fish…cross posted for as much visibility as possible…Trying to gain some data for comparison. How many people are on your admin team? How is team morale? What’s turnover like? Are employees awarded or recognized for their work? How often? What about promotions? Are they happening regularly? TIA!

Hey - Have a mckinsey interview in few weeks. been focusing on case prep mostly and looking for someone to practice PEI with. Anyone interested?

What’s your take on a job listing that states “From $xx,xxx”

The particular job I’m looking at has this on the listing and I’m curious as to what their budget actually is. Do I assume a range?

They’re seeking someone with 5-8 years experience. I have the latter (8 almost 9)

How would I approach this when asked without pricing myself out of the position? Especially if they’re not willing to be upfront (assuming here) how much they’d want to offer me in particular.

What is the interview process for Front end Developer experienced ?Do they ask DSA too ?

Are global sabbaticals possible in TAS (from US to UK)

an someone please suggest me good keywords that needs to be there in resume for a person like me having 4+yeras of experience in Procure to pay and RTR profile. Plus talking about other factors I have done my full time MBA and looking for job in finance profile.

Also Any reference will be highly appreciated.
YOE-4 yrs

Little Italy, SD - I’m looking for a room or sublet ASAP for ~1month to start. Please let me know if you have any leads or suggestions on how to find a place. Thank you!!

I’ve slowly started drinking less and less. And the less I’m drinking the more I realize just how much of my time revolved around alcohol. From going to get it, to drinking it to fighting hangovers. Now I realize I need something to fill all that time with. Especially now that I’m not spending all day saturday and sunday deathly hungover. I go for walks and run errands…but in a shock to me…there’s still a lot of time left. How did you start spending your time once you stopped drinking?

Has anyone set up a template follow-up email?

What’s a topic you know a surprising amount about?

If a client is being a pain in the ass can you transfer and ship their assets to the firm of your choice? Do you need their permission?

How do you decide how much notice to give when you're leaving a firm to go to a competitor? I know that no matter how much notice I give, they'll walk me out the day I give it. I don't want to be in limbo for 2-4 weeks while my licenses are still held by the former firm before I can start at the new one. But I also don't want to burn a bridge by resigning effective immediately. Would appreciate some insight from other W2 advisors who have moved firms before.

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

I have an investment idea. Would be great for banks and investors to speculate, but it involves creating a market for the product. Who should I approach first banks or investors?

What does everyone is for their average growth rate in projections for clients? Aggressive, mod aggressive, etc.

What will the finance industry be like when millennials hold senior positions? Really interested to see how the shift in culture will play out.

My wife wants to move out of state. I'm in my 6th year...500 clients and finally starting to make some money. How bad of an idea is it to sell my book and buy a book in a new state?

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

Any suggestions to find moments of silence/solitude during the work day? Can�t use meetings rooms and the place is like a wall st trading floor. Noise cancelling headphones?

Need tips & encouragement for how you have gotten out of a slump in the past. I am 3.5 yrs in and have seen my practice growing (some quarters better than others ), but Q219 has been really tough.

I feel guilty anytime I have downtime and am not working or learning. Actually, it's more anxiety than anything. Is this how they suck us in? With guilt and anxiety?

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

Do your executives and ownership teams care about culture? Do they care about innovating?

My top executive is very “stuck in their ways” and refuses to accept that he is creating disconnects with his team.

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

Anyone in the Houston area?

I’m a wealth management associate and Considering a move from wire house-brokerage to RIA. Have you made the switch? Good/Bad experiences welcome.