How many of you have to get participant fee disclosures before being able to roll over a 401k? Use to be easy to roll over a 401k and now you have to go through the circus before getting new money in.

Was there ever a time you wanted to give up being a real estate agent?

Which of the Big 4 is best for a new MPH grad looking for their first time role healthcare related, esp project management focused? (Assume east coast)

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

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 🤫

Bi-annual plug to say I’m a realtor in Charlotte, NC if anyone needs help buying a home or investment property. DM me!

Recommendations for best ways to save for retirement after contributing to 401k up to match and maxing out Roth IRA?

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 ?

When settling with a title company plaintiff on a subrogation claim, have any foreclosure defense counsel received settlements over and above policy limits? What is your typical settlement range? How has settling on your subrogation claim negatively affected your counterclaims against the mortgage lender if at all?

How much should I invest in buying a HOME as my primary residence.

Current TC: 200k
Net worth: 300k, readily available 170k in stocks, hysa and cash
Current rent: 2000 per month
Age: 30

Wonder if anyone has any excel model or a rule to determine how much I can afford or should go for?

Hi team ,

I have started working from jul2019 and I have filed my tax return for 2020 and 2021 tax years.


However I note that there was withholding of some amount in 2017-2018 and 2019 tax years ( withholding from comission received from insurance commission from lic and United india)

I have not filed 2017, 2018, 2019 return as my total income was less than threshold

Is it possible to file return for 2017 , 2018, 2019( all r in refund) now without paying any penalty?

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

Which is good brokerage account for etf and stocks. Can't use robinhood due to restrictions

Hi Fishes ,
Is there any reimbursement for mobile in PwC India ? I am planning to get a new phone .
Please suggest

Hi fellow fish need some advice.

I'm planning a wedding and wondering if I should apply for new credit cards to maximize on points. If so, wondering what your recommendations are and or if there are new cards out there I haven't heard of yet. For context I probably have another 20k+ in expenses to pay still and my current cards are:

CSP
Marriott Bonvoy Boundless
Citi double cash
Random card (used to be uber)

Decided to payoff my mortgage.

Can someone help me on what should one ask for B8 position for project management having 8 years of experience .

Handy tool for knowing if clients/prospects/recruiters actually read your email or not: Mailtrack Pro. It’s an easy extension you can add to Chrome for a few bucks a month .

Fresh thread for a rate check amongst us producers?

I want a raise but think agencies will scoff. At $1200 and want to bump up to $1300.

17 yrs broadcast/video, some awards, agency, brand and post experience.

Any strong performing seniors looking for a pay increase and potential fast track to manager? Reach out to me. Expanding the team and would love to bring in some new talent.

Which is better Career Opportunity - Data Analyst or Cloud Engineer !?

What are some exit ops, from Deloitte tech consulting for a C/SC in Toronto? Also expected salary increases?

Hi, looking for some general advice please. 4 years litigation experience, 2 years international commercial. Really interested in getting into l&e, but no idea where to start? Any particular courses, newsletters, groups, other? Thank you!

Hi Guys,

How are the opportunities in data analytics domain for a Msc Physics as a fresher. And can you suggest some good online platforms.

What is your biggest dream?

I’m considering Gravity’s Rainbow. As a lawyer who reads hundreds of pages not for fun a day, how fucked am I?

Hi All,

Hope you and your family is safe !

I am an US tax consultant specialised in Fiduciary Tax services. I am looking for a prep/review jobs in PwC. I am well versed in prep and review of 1041,1099, hedge fund K-1s, and additional tax returns required for a trust/estate.

Please let me know of any job opportunities in the firm.

Thanks in Advance :)

Anyone from Capability Network - T&O?

I do not prospect. I open accounts while slamming a revolving door.

What is your plan B if you don’t get into any of the schools you have applied to? I don’t have one

What is SUNDRY allowance in Accenture?

Today is my LWD at Cognizant but assets are not picket yet from my location.
I am receiving emails for pending ITasset clearance.
Can it be possible after my LWD?
Has anyone faced the same ?

One of my coworkers thinks she deserves more PTO than it is allowed in our agency because she's "struggling". We all struggle with our own battles but she's being very rude about it. How can we handle this?

Does anyone know if the 10% penalty and if taxes are waived on a death of a beneficiary? A friend of mine’s 17 year old pass away. I was wondering due to the circumstance, is there any way he can get around paying extra money by doing a 1035 exchange, rollover, withdrawal. Anything out there? Suggestion are welcome.

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

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

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

How do you set boundaries at work?

For all those that have taken on a trainee to team up: what do you think is a fair split?

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

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?

Best music/audio to listen to while working?

How do you feel right now 1-10? Why?

I'm considering hiring someone who may be required to have a series 65. How long should it take someone who is (a) smart & (b) no industry knowledge to study and pass?

I used to work down the hall from Zoom in the WeWork on Madison and 51st, who knew they were gonna blow up like this wow

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?

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?

Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

Anyone have any productivity tips/hacks they would suggest for an associate? I could use all the help I can get.

International financial advisor. I’d like to do a hypothetical proposal for client. My go to has always been JPMorgan. They now can’t do it. Anyone else?

Websites for good non-stock-looking photography? Looking to revamp my website and social media pages

Any recommendations for good camera for both photography and video? Need to upgrade my 8yr old Canon Rebel.

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!