How do you indy RIA's handle small and/or solo 401k plans? Any good recommendations for a starting point for someone who hasn't done any of this type of business as an RIA?

Can someone explain the LTA policy? What happens if I don't claim any travel bills? Can I claim it as a taxable component monthly?

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

Hello Fishes, I have two offers in my hand
1. L&T Technology Services: 22LPA(8% variable) + 1L JB
2. KPIT : 22LPA(Fixed) + 1L JB

TS : Infotainment Testing, YOE : 8
Which company I should join?
It would be helpful if I get to know about the benefits of both companies
Need suggestions!!

Bosch KPIT L&T Technology Services Continental Mercedes-Benz Research & Development India Wipro Tata Consultancy Tata Elxsi Altran Capgemini

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.

Debating between a few travel cards and need some opinions. Debating between Capital One Venture, Venture X and Amex Green card.

Live in a non major city with an international airport, but need to be flexible to different airlines. Which of those cards, or other cards out there, would be best

How do I qualify for phone bill reimbursement at KPMG? Do I need to put my work email on my phone?

150K in Singapore, and $150K in Chicago. Which one would you accept?

Hey Guys, Hope you all are doing great. Can someone let me know about the work culture, is Saturday working, are there any shifts and benefits of HSBC Electronic data processing india, ecospace, Bangalore?

So...bonus was abysmal and I whined...but I had no idea that the profit sharing would be even more pathetic. Fuck this shit.

Soooo what do we think about the new ADP program?

How much money have you lost? Misery loves company

Any recommendations on where to invest 10k? I have about 15k in stocks but I don’t think I’ve done a great job picking stocks. Also for people making 150k+ how do you budget your money monthly?

Is the mega backdoor Roth looking like it’ll survive into 2022 at this stage?

Anyone has any credible info on Stream space ICO? Apparently they sold 48mil coins and do you know how can an American can participate in this ICO?

Pro tip: live close to poorer people to feel rich. The feelings of wealth are extremely subjective and is mainly based on comparison

I'm SVP/strategy for a PR agency. I moved into PR, Healthcare, and Strategic Planning only 3 years ago. An agency recruiter is trying to convince me to move into a GSVP account role, assuring me "at that level it's all strategy." (I dont think she understands the words she's using. Or that I'm qualified). But long-term, knowing account roles are so much more plentiful than brand planning in PR, I'm wondering if I should start thinking about account. Anyone here moved from strategy to account?

Please suggest me best SIP to invest

Are we on recession? My portfolio is super down - low cost ETF investor here

What’s happening with the Chinese stocks? Do you think it’ll continue going down or will it go back up?

We bought a condo in February 2022 then as you know prices are going down while rates are flying up 😭 We're quite worried about the value of our home and can't really enjoy it. What's your thoughts about this? PS. First time home buyers 🤫

Just got promoted from transfer pricing analyst to associate (3 yrs experience). Wondering what my total comp should be in HCOL in the US.

I work at a medical device manufacturing plant as a training coordinator, I have a military background and a degree and am trying to advance but am feeling stuck. I am a literal jack of all trades, and am trying to get out of the hourly life, I’m working an average of 100 hour weeks and have been for at least the last 6 months.

For any Alvarez and Marsal fish, how has your work life balance been? Very interested in hearing from those in their healthcare industry group, but anyone is welcome to respond.

Have any of you taken "low bono" clients while working at a firm? I want to take on a low bono client or two but not sure who would get the money. This is a contract opportunity through a non profit so I'm assuming a 1099 will be issued. The per hour rate is significantly less than my billable rate. I would (obviously) like the money but my real objective is just getting experience/networking since I recently moved to a new state and don't have clients of my own.

Are any other paralegals struggling with billable hour requirements? I have 5 years of experience in corporate transactions, M&A, and real estate work, and have never had billable hour requirements. I'm in a new job now where I do and I'm nowhere near meeting them. I'm getting a lot more admin work than billable work, and it's stressing me out.

Does PwC AC really consider MTech (CSE) as a higher education in Tech Consulting?

Shaved my head! I might as well do something crazy if am going to spend more than a month at home. (M here)

What are good margins for PI associate attorneys; i.e., what should they make for the firm compared to what the firm would/ should pay them?

Ever have those days where you just can’t seem to focus? I have days where I get some things done, but despite being able to bill some hours, I don’t feel like I got enough accomplished and then feel guilty. Sometimes I string a few of these days together and feel worse. Can anyone relate? Am I just lazy?

One of my big hang-ups with biden tax plan is raising corporate tax across the board. Why raise taxes on businesses when we've just found out how fragile it is to be able to run a small business?Why not at least propose some kind of progressive corporate tax structure if you want to raise taxes on corps?

interns season is here... joy

Is it common in Optum to ghost candidate again and again??

So glad I found this bowl. How do you go about negotiating your salary? I applied for a new role and was offered the job. But the pay we haven’t discussed yet. I never did this and heck I don’t know where to start.

I am told that CSM is not a sales job (so not commission based) yet you are expected to respond to targets. Can you please explain the difference and whether there still is an element of pressure with hitting your targets?

New client looking to switch from Simple to Safe Harbor 401k (needs safe harbor because owner makes 5x what employees make(dentist office )Does anyone know if there is a custodian who offers this?

Has anyone set up a template follow-up email?

Anyone in the UK that wants a referral for a financial advisor position? It’s 100% remote

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

I need some good career-development or finance-related books, anyone got any recs?

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.

Things to consider before going Indy? Feel like I have enough in my book to go on my own but I'm not sure...

Out of curiosity, what are some of your most frugal habits?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

What is one thing you wish your friends and family understood about your job?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

Looking for recommendations of any good non-finance books to pass some of the downtime at home

Do you dress up to go into the office?

If you loved your small independent broker dealer but they had just been acquired by a much larger corporation which does have benefits in terms, mostly, in technology, but you lose your “family” in the home office, what would you do and who would you look at if you were considering a change of your own?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

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

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

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.