Has anyone left Deloitte and has a pension under $30K? Did you take the lump sum payout and rollover to an IRA or take the cash (taxed at 20%)?

What am I supposed to do with a firms mandatory pension notice? $6B... okay, seems good 🤷🏻‍♀️

Or am I supposed to actually pay attention to something specific in the notice?

Hi all, I’m in the north east metro area and due to the current RE market we decided to look into PA specifically Lancaster. Anyone in this market and have any thoughts on where it’s headed? We’re looking purchasing a single family property all cash at 110k that rents for $1100 a month. The last owner bought for 35k like 15 years ago 😩 but hoping buying and holding for a few years will give a equal or greater returns over the long run.

Hi,

KPMG has mentioned in offer that they shall provide reimbursement for purchase of home computer for 1L once every 3 years

Is this right???

Top Producer in the industry for 16 years - ML 👉🏻UBS 👉🏻RIA - Understand the industry, the game and the way it’s played.

Need feedback on AXA Advisors and their independence channel. Consider?

Would like some thoughts on a 2-br NYC condo my husband and I are considering. $250K HHI (no kids). No loans or debts, both have newish cars fully paid off.

Offer would be for $725K, with 10 percent down. 30yr mortgage @5%. We would need to include closing costs in the mortgage, to keep about $10k liquid. Monthly costs will be about $5k.

This unit is special, very rare (we’ve rented in the area for 10 yrs and know the local market well). Should we go for it?

Is it too late to buy the FAANG stocks? Still feel that Amazon and Google are undervalued.

Anyone else catch Tesla today? After months of no trading and waiting for the right time I had 10 700c I bought Friday at $695 a piece and exited at 4K a piece for a profit of 33K. Time to stay composed and wait for the next high conviction setup

I found the following perks in Deloitte should also be considered at RISE

1. Office Phone reimbursement
2. Well-being allowance yearly 25k
3. Vacation allowance of 25k
4. Amount of Rewards and Recognition min 5k compared to current reward Rs.1500

Partners, what is your magic number (in terms of dollars in the bank), after which you intend to retire?

📊 Poll: Is Snapchat worth it's 3 billion 💵💵 IPO valuation?

I've seen a couple posts about unionizing, anyone know anything about the potential Kaiser strike in early October? Saw online that they're already hiring for scabs, $3400-$5950 + housing, travel transportation, and per diem. And this is for techs!!!

Do big4 directors retire with the same benefits as partner or some other?

Loan payment question. I have two federal loans. One has no accumulated interest and is ~$110k. One has about $19k of accumulated interest (I previously made an embarrassingly low amount of money), but the total is ~$140k. While the interest is still frozen, do I: 1) make payments on the $110k principal amount only to maximize driving it down; 2) make payments on the $140k principal amount only to maximize driving it down; 3) make payments on the $19k of interest on the $140k loan; or 4) ??

For a 2-year associate now tasked with senior-like roles such as reviewing and training, does anyone have advice on how to review individual hnw tax returns?

I work for a company that gives me RSUS as part of my compensation. Am I allowed to short the companies stock to minimize my downside risk in case stock price drops? I value certainty of my RSU payments over any potential upside

Hi there. Has anyone here invested in a manual car wash? If so, how profitable is it realistically and also what to look for when buying one? Thanks in advance:)

Summer so it’s grill season! Looking to retire my old faithful Weber. Anyone try these ceramic/egg grills? Lowest price I saw is like $600 with the name brands almost $1k. Worth the price?

Do OPTUM gives reimbursement for broadband installation?

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

Y’all I want to thank you for the tax discussion/questions we have in this bowl. I've been applying it to my job and it's helping. 😄 Of course, everything should be taken with a grain of salt.

Novartis is providing permanent WFH, is this true?

Looking to see how much other Provider Enrollment Specialist make including what their company's invests in their 401K

If you had 30 minutes to look at a CIM what would you look for?

How much do people make on average in VC after 2-3 years out of undergrad in MBB/IB?

Has anyone transitioned from traditional to a digital role? How did you go about adjusting? I'm in print looking for a new opportunity to expand to digital. I'm not sure where to start.

Can H1B holders filed unemployment when serving grace period for 60 days? D provided information in Separate Memorandum?

As a GC holder I’m planning to travel abroad for 2,5months starting late September.

My lease is up on 8/31 and I don’t want to commit to another lease, to save money until I’ll be back to the US in December.

Is this going to jeopardize my resident status? Can I go without a lease?

What do associates coming out of matrimonial clerkship (2-3yrs) make at NYC firms their first and second years?

Does MBB provide breaks around the Christmas/NY time frame similar to B4?

How is work life balance at Deloitte India?

Finished my written and got my medical - starting flight training next week - any help welcome!

Putting together a wedding weekend itinerary and have been dealing with a frustrating level of questions from some random in-laws who are known for stirring the pot. Would it be rude to say “please contact x with any questions. Kindly do not direct questions to the bride unless there is an emergency”? What is a better way to say this?

I have my first oral presentation at a conference coming up and I’m nervous about what questions I might get. Any advice on how to prepare and calm my nerves?

Just started a new role in finance and I’m the only woman on the team. It’s been 3 weeks and the guys have been pretty unwelcoming and kind of rude. The first day everyone was welcoming but it went downhill since. One of them keeps trying to scare me that the work will get hard etc and there’s always awkward silence and sometimes unnecessary rude remarks. I just started and don’t feel right what should I do.

Hello, I’m currently looking for a non clinical position in the Charlotte area, more in the public health field. Does anyone have any referrals or info on any jobs?

Anyone leave Deloitte for Booz Allen? Thoughts or experiences? Utilization and compliance are absolutely doing my head in.

If you invest ur HSA funds into stocks, do they get taxed upon selling? I know they grow tax free. But if I sell them and not make any withdrawals, wud I be taxed?

What did you do with your RSU’s after it vested? Did you keep it or was it sold and reinvest to another stock/fund/etf?

This is my first recession as a working adult. Is there anything specific one should do to prepare? But ibonds? We typically invest ~$8K a month into a brokerage (already have an emergency fund in actual cash but it’s maybe 2 months cash), but wondering if I should stack a bit more cash?

No worries about job loss or anything in the recession, just trying to see what others investment advice in this time would be.

Investor’s Business Daily: worthwhile?

Anyone else long on AMT?

Anyone have experience with or recs for a good moving / shipping company? Trying to gauge typical cost, have about 5 furniture items to ship between states (7h driving distance) and would like them to load / unload. Thanks!

Question on after-tax contributions. I’ve recently upped my contributions to after tax through payroll (already maxing our 401k+contributing to traditional Ira to be converted to a Roth shortly contd

After figuring out FI/RE I am less motivated.

How do people increase their credit score? Mine’s only around 790/770 for transunion/equifax respectively and its been like that for a while now. I have 100% payment rate, only 3% credit utilization, and 0 hard inquiries for the past 6 months or so. So far I only have credit cards, no loans yet. Thanks in advanced!

Any accountant recommendations in NYC? Looking for someone who understands the travel situation of consultants, etc. TIA!

Anyone pull their 401k under Cares?

What are the best platforms for investing in startups as a non-accredited investor? (E.g., pursuant to the JOBS Act and CF regulation)

$530k HHI, $250k cash on hand, $1.2M investments/retirement. Plan to buy $800-900k house as our first home, but thinking of the best approach given rates today. My thinking is that we (i) put $200k+ down and get a 5/1 ARM. (ii) put everything we save moving forward toward paying down the principal (after maximizing retirement accounts). Should be able to do $100k per year. (iii) If rates go down below 4.5ish % for 15 year fixed, refinance and stop aggressive payment. Thoughts on this approach?

Want to start saving/investing from this year. Got £11K and will have £2K a month to invest - any recommendations? I don’t want to take crazy risks, somewhere where this is steady long term growth. Have already maxed out pension and I assume next step is maxing out ISA? After that, what is best? (From UK)

What’s the max umbrella policy coverage y’all have seen offered by insurance providers? Looking to get one for the first time. Anything I should consider/ask the insurance company?

Are you investing today?

Is anyone nervous about the whole Russia situation and how that may affect the market if an actual invasion takes place? Do you think it makes sense to take out investments just until things settle down, or even assuming the fed will increase interest rates? Thoughts?

Did anyone randomly get a $250 deposit in their account from the government? I think it’s a child tax credit but I don’t have kids. How do I investigate this?

I started a small LLC on the side. My company is getting it's first client this month.

Wondering if any 🐟 have recommended resources on setting up initial consulting business thru an LLC.

Books, websites, tax strategies etc.

My LLC is already incorporated, but looking for guidance with the next steps (creating contracts, invoices, etc)

Used car prices starting to come down?