Does anyone have recommendations for an accountant (CPA)? I feel like word-of-mouth is going to be better than all the googling I’ve been doing. I’m open to having an accountant not in the state I live in, but preferably east coast. My last accountant was not great and super unresponsive (Google was not helpful even though they had great reviews...) This year I’m going to need a decent accountant for tax planning purposes as my taxes will be more complicated. Feel free to DM directly

Is there a reason to get the luxury SPG amex if I got the new Chase Marriott card like a month ago?

Huge btc short position in market right now, I expect a lot of liquidity issues to come to light soon. Bitcoin should end up below 30k and stay there as new resistance soon. You all doubt my previous posts but all these bumps to 37-39k are fake bounces from retail buying the dip. Defi is gonna unravel. Do you honestly believe the 10-40% defi interest rates were risk free. It’s all paid by stablecoin printing backed by the assumption that crypto prices would keep appreciating

Currently on short term disability in CA and trying to figure out what the tax situation is. It looks like they don’t take out taxes, so should I set that aside? I can’t find any info on whether it’s tax-free income but I definitely don’t want to assume incorrectly

Any good books / courses on futures trading?

Hi, I repaid my student loan today and feel awesome. Want to start saving for a home ($350-400k). Any suggestions if I should invest in something short term or a Roth IRA or let it sit in my bank?

Hello everyone, I'm trying to get into real estate investing. Some of the books I've read have talked about buying a multi unit property and utilizing investors to get the necessary capital. Does anyone have experience in getting investors? How do you identify investors who may be interested? Are there any sites where you can invest in or post investment opportunities?
Thank you in advance.

I am curious how Onesource Income tax stacks up against it's competition.

5 years post-MBA and all my classmates are VPs in industry or Principals in consulting/IB (some are even Partners/MDs already). I sat in the same classes with these folks for 2 years — probably outperformed some of them academically. Yet, here I am continuing to struggle with my student debt payments, hoping that “Uncle Joe” forgives 20% of it. I’ll never have that kind of earning potential because I didn’t come from the “right background” pre-MBA.

I need to max out my Roth IRA for 2021 before April. I have the money and opened an account. I just have never done it before and I’m not sure where to put it.

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

Anyone else crazy and buying a house right now? Part 2, does anyone have new construction experience and any important lessons learned? Much appreciated!!

How is the AMEX account in IBM?

Didn’t invest in LTC early on, it went down to 260 today - worth pulling the plug on it?

While many people are doing well from Bitcoin, this is also going to end badly for many more people who are rushing into this with out full understanding.

Fishes,

Please suggest a good credit card for regular air travel , airport lounge access with less/annual charges.

Any review on IDFC first select credit card

Hey ENGINEERS, anyone needs any assistance in Income Tax return filing, please DM me.

Anyone still holding up those stocks? Chances of regaining the momentum in the near future?

My goal is to save 300k by end of 3rd year. HCOL. Do you think I can do it? Or maybe 5th year?

Is any one from pune CIS working at kharadi location (EON) do they allow to work from kharadi instead of hinjewadi.

What are the chances that PA with ctc 4.5lpa 2yoe who is on notice period gets a promotion and a on-site opportunity? How much of a hike should he expect if the on-site location is Canada?

Ik this sounds weird but i am in a situation like this.

When is a H1B eligible to initiate H4 ? Also what's the suggested time (when) for such initiation? Please help

Would anyone recommend or share a side hustle that would complement a banker’s 8-5 M-F schedule? As of now, I do an hour DoorDash before work and after work I do DoorDash and Instacart for a couple hours. I do this as well on the weekends targeting about $200-300 a week since I am in a really small market. Looking for more creative, cost effective, and efficient ways I can supplement my average salary. TIA!

Do you feel like turnover has now diminished after this busy season or will it kick up again as we approach the next one?

At this point, I'm wondering if most firms have hired enough people or they are still on the lookout due to shortage.

How common is it for first year associates to spin wheels? In my 4th month, I spent 6 hours doing a return with 3 K-1 royalties, 2 Schedule C with few expenses, and the usual 1099-DIV/INT, including consolidated 1099. Budgeted time was 5 hours total. I have yet to get my return reviewed.

During phone screen I asked for a certain amount and after researching, I realized I asked for way lower than the going rate for this role/level. They want to bring me in for onsite. How/when do....

Anyone got such mail : IBM – We have great news! Benefit by advancing to December,2021
Actually my doj is 20 January,2022.

anyone up for chat?

How long does it take to adjudicate a closer investigation for secret clearance?

Capgemini project - .Net Core, Microservices, Angular

FIS Project - .Net MVC

IBM Project - don't know

Capgemini - 18.5 fixed + 2L variable
FIS - 17.10 fixed + 1.90L variable
IBM - 17.14 fixed

Looking for highly job security with better project

! The international Girls Academy is launching a Global Education Week from April 11-19, they have some really amazing projects for teachers and students. And it’s free! Email:theinternationalgirlsacademy@gmail.com for more info!

I’ve never considered freelancing before, but this year I got hit with a series of unfortunate events… including leaving my role for an amazing offer that later got retracted. Any tips on where to start?

How many hours are you IBD guys REALLY working. Everyone says 80+ hours but never seem to be around when you need them

Since it's anonymous here can the Trump supporters enlighten me and share why and what they're thinking when they voted for Trump?

My wife reads nearly an entire book per day just in her spare time after work, no exaggeration. I’m amazed by her and wondering what ideas are out there to monetize her skill? Book editing maybe?

Random question - My dad took a whole life insurance policy for me when I was 15. Although the policy relates to me, the name of the policyholder is my dad and I would like to change it to me but keep the same beneficiaries. Is it possible to transfer from him to me? (This policy relates to my death btw)

I’m trying to buy my first house and my wife and I have a few IRAs from previous employers (Roth and non Roth). I read I won’t be penalized if I take out upto 10k from my IRAs for a first time house (except for taxes on the non-Roth accounts). Anyone know how true this is, how the process works, or have any advice? Is it a good idea

Took a lump-sum pension payout from my last employer and looking to deposit the amount into an IRA account at Fidelity. Hoping this knowledgeable community can guide with couple of questions I have:
1. What kind of IRA should I open at Fidelity - i) Rollover IRA or ii) Traditional IRA?
2. Is this transaction considered - i) Direct rollover or ii) 60 day rollover?

What are the best prep materials to prepare for the CFA Level 1? Looking for some recommendations.

Has anyone here ever gifted a stock? Do you know the process? (Especially on Robinhood or Fidelity)

The next $GME is DOGE.

What expense ratio is considered higher than usual? Looking at my rollover IRA account with Vanguard where I’m invested in a target retirement fund, expense ratio is .15%
Compared with my current employer 401k plan with Fidelity where also I’m invested in a target fund, expense ratio is .09%

Best resources to learn about stock options included with an offer? Don’t want these roses to start smelling bad in a few years..

Anyone still managed to make money from investing in 2022? A bit down from the loss lately and wondering if I should keep investing.

If I’m contributing to my Roth 401k vs pretax 401k and my employer matches 10% of my contributions. My employer match be 10% on my post tax contributions right? Technically meaning I’ll be getting less of my 10% employer match then if I were to do pretax 401k since that match would be on a higher amount?

This is probably not the correct bowl to ask this question, so if anyone knows where I should post, let me know. I have a very old Steinway Upright that I’m trying to sell. How do I go about getting a quote and selling this? Do I contact Steinway? I’m assuming not many people are rushing to buy $20k+ pianos. It’s in ok condition, so I know it can’t fetch the $50k+ 😢.

Is it too late in our lives to jump into a mortgage?

So my fiancée and I are relatively late in terms of finally landing well paying jobs and being able to save money instead of living paycheck to paycheck. We’re both 36 and currently rent a 2 bedroom in NY and have a combined savings of $35,000 which she wants to use as a down payment on a condo. I kinda just wanna continue saving while renting. I also literally just started contributing to my 401K so I’m also late in the game for that too.

Big legends Guide to Three-Fund Portfolio. Yay or nay? Additionally, please share personal finance books that you recommend to newbies! Thank you and happy holidays!!✨

Any one here following the SECURE 2.0 Act. People got any opinions or tacts on if it could benefit us?

Mint users: why are my linked accounts broken every time I log into mint? Every one, every time

Poll - share your investment portfolio in your taxable account. Wanted to see different ideas. I’ll start - 25% FXAIX 25% FNCMX 25% FSPGX 25% FBRGX.

What are your favorite personal finance books? I just read Rich Habits and really liked it. I am also reading the Psychology of Money. Looking to read some more!