How old were you when you bought your first house?

How useful are Macros and VBAs for tax prep?

Hi all, I have a question regarding retirement accounts. I am not sure if I should choose a Roth or 401k (company has 4+2% match). Currently 23, base salary is ~100k and investments have brought 45k this year which has me teetering between a 22-24% tax bracket. Wondering what the usual tax bracket is of people retired (around 65yo) as I’m not sure anything would bring in significant income with the exception of investments. In my case would a Roth make sense? Appreciate any answers!!

In your opinion - What type of property is the easiest to sell?

It always seemed like real estate was one of the safest things to invest in. Then the crash of ‘09 happened, and the market bounced back for a while. And now we’re in… whatever this is. It just seems surreal.

What is a standard pension benefit? I just moved to the UK, so this is all new to me and I’d like a benchmark.

What rates are you finding from lenders? I got quoted 15 yr 2.62 with 0 points from chase. How to find best rates ?

Is Estate taxes usually significantly tested on REG? Just wondering since it’s going to get eliminated for exams post July 2021

Porsche IPO worth buying now amid market and economy turbulence?

Anyone doing any investing in Charleston, SC

Hello fishes, will be really insightful to understand cost of living in Doha for a single person. Rent + food and other expenses manageable at 8-10k QAR/ month?

Question fellow fishes: How long do we actually think fintech is going to dominate? When it comes to substantial wealth, security outweighs convenience. Seems to me like people reach an upper limit with fintech apps before switching over to traditional banks and firms. What say you?

I'm being interviewed for Senior Analyst in hsbc. Can anyone help me with the tax saving options available with HSBC? Like self education, communication, meal vouchers etc.

Does anyone have an idea on the best emerging markets to invest in before the recession hits? Is gold, or any other commodity going to be the safe haven as well? Thanks everyone

Kpi reply krta b h is group me
Techm need NPS account from kotak only
How to open a new one.

Does anyone use the fidelity app? How can you change it out of dark mode? I can’t figure it out for the life of me.

Hey Fishies!

Property owner wizardry required-

1.First home buyer lesson you wouldn't do again
2.First home buyer lesson you would do again

Just keep swimmin' - THANK YOU!

Can someone clarify under Biden's new proposed capital gains tax, LT capital gains are now income? Meaning if I sold above $1m worth of stock, I'd be taxed at 40% regardless of annual income?

What’s the best site to put your condo on rent other than Kijiji & MLS?

Is now a good time to buy VTI?

Got the outcome call from my interview with Amazon and the team moved on to another candidate but they want to show my resume to others hiring managers? Any tips ? Recruiter said I won't have to go through the full loop again but just a call with the hiring managers I am interested in.

Do we have image problem due to Bollywood. New Indian colleague used 'Paaji' 10 times in 1 minute conversation plus expecting me to laugh at anything useless🙄
Finally said her - Hey, I have a name 🥴

If you’re new to TX - how long and how did you get your DL & car registration? Appointments aren’t available until 2023… any tips?

Any diverse firms in Chicago with WLB?

Hi,

We are looking for React Native Developer who have worked on Banking/Finance project or applications.

Its pune bases company
Relevant Experience :3.5

Hi fishes, how is mulesoft technical consultant-customer success role in Salesforce for 10 YOE?

Anyone here who is working on Experian powercurve tool??

Hi there! I’m a new grad PT trying to navigate/figure out what a fair starting pay is and if I should negotiate. I will be working in acute care for a well known hospital in Cincinnati, OH. Anyone willing to share their pay and YOE?

How often office party happens in citi gurgaon credit risk team??

Is any one looking to work in Corporate Tax in public accounting? Connect with me. We are planning to hire a Senior or Supervisor purely in corporate Tax.

Exl offices not opening anytime soon right ?

Which law school has the best professorship?

If you are coughing every 5 minutes during flu season in the office.. please go home

Looking for some other options in performance reporting from fellow RIAs, who DON'T have integrated solutions with their custodian. Currently using IAS. They cost me about 6k-7k a year. Fed up.

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

Best technology to use that LPL has?

At Wells, we have a monthly email newsletter (automatic) as well as an email platform on demand. Do you guys think clients receiving a monthly newsletter is too much and would look like spam?

Is Big Brother our current reality? Google knows more about me than I know about myself.

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

Wells Fargo merger news. What’s it mean?

Dumb question: can I set up a solo 401(k) through my RIA? Or does that type of account always go through a B/D? Cont.

Anyone with LPL that uses an outside E&O carrier for your registered rep needs? Their shit is expensive

For those of you who have dropped your series 7 and went fee only, what would you say has been the biggest advantage? I want to be able to truly serve our clients as a fiduciary. Has it been beneficial to your practice?

I am interested in speaking with FAs approaching retirement. Many have no continuity/succession plan. I want to help develop that plan and find them a successor. Do you know anyone I can assist?

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

Is there anyone here who understands and / or believes in cryptocurrencies like Bitcoin and Ethereum?

Should people be fired for lack of people skills?

What is the most expensive thing you have ever bought? How much did it cost you?

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

Have a client who can be a pain in the butt. Very demanding when he wants something. Only wants something a few times a year, but exhausting when he does. Almost 1m all managed. Keep or let go?