How would you sell ETFs in retirement since there is no average cost option for etfs?

Chances at CBS with 4 YOE in analytics consulting + impact investing, 3.6 from econ/stats at top 20 UG, solid LOR and ECs, but 160Q/162V? Indian female.

Do we have tax calculator in tcs

Is it worth it to get someone to do your taxes as an associate (vs. using TurboTax, etc.)? Rising fourth year if that changes your thoughts.

Anybody using Marcus high yield savings? 1.9%APY seems like a no brainer, just want to be sure I’m not missing anything.

Trying to transfer to Traditional model in September and recently got a trading violation. Would my transfer get denied?

Hi All. I moved to a new company , I just got my take home salary and my current pay is less that previous pay ,because of different state and other taxes. My new company is better but the pay is demotivating me . It is almost $500 less per biweekly pay check . What to do get out of the demotivation? I wouldn't have minded the same pay , but $1000 less /month is a lot !

Hi Guys,
Need your advice. I have forgot to enter challan details while filing tax and then e-verified then it return with pay later option, though i had paid the income tax first first hand via pay now option.

Will i get outstanding demand plus need to pay penalty for late payment in this case?
Also when will i receive the outstanding payment notice if it happens?

Hi fishes,

My CTC is around 12 lpa per annum. How can i avail max tax benefits?

🐟 without dependents, what % of your monthly income do you save and what % do you contribute to 401k.

This is gonna sound stupid, but I’m honest - I can’t do math. Calculating a tip is as advanced as I get. Thank god for excel formulas and a math savvy husband. At the end of the day, I pay all the bills (I know- but I’m more organized) and make double his salary, what low stress effort (on my limited math capacity brain) can I do to increase wealth?

I feel like I should be doing more with extra money to help us financially, but I’m scared of having to study stocks and understand the numbers. 😖

Hi guys. I have a query with regards to the Income tax proof submission.

So I have claimed exemptions on the following-
1) HRA
2) 5 year term deposit(fixed deposit) under Section 80C
3) Interest on education loan under Section 80E

I have also provided previous employment details.

Guys I didn't know that we have to submit declaration forms as well. Can you please tell me which are the declaration forms that I would need to fill and submit??

Thanks in advance :)

Any group still busy heading into the new year? Been dead for months and still dead. Real estate — V30

I have no credit history and am just out of undergrad making ~$100k. Any chance of me being approved for Citi Double Cash or Chase Freedom Unlimited? Do I need to get a “starter” card to build some credit first?

Has anyone bought a commercial space and eventually rented it out that resulted in a positive cash flow? If so? In which city?
I’m on a visa in U.S and looking to potentially invest in commercial spaces rather than residential places.
Age:25
T.C: 102K

Is NIO worth a buy here or are there better options for EV?

Can we claim for education loan interest deduction while filing our taxes if the loan was taken from a foreign (ex. Indian) bank?

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

@Partners - how much money do you need to invest I to the firm to get your partner share?

Anyone have any learning resources they recommend about CDFI’s and impact investing more broadly?

Left on vacation with the boyfriend, 1 hour into the drive realized I forgot my Switch at home 🤦🏼‍♀️ Effectively adding 2 hours to our trip to go back for it, hope this dumb sea otter event doesn’t lead to me getting dumped on vacay 🙃

Conceptual question for any of you state compliance/SALT people out there, but is anyone familiar with Reg. Sec. 1.1502-12, separate taxable income? Some states require using this as...(continued)

First time home buyer and I have no idea what I can afford. Excellent credit. I know to get a preauthorization before looking but want to skim homes the meantime. Any good rule of thumb when searching?

I am looking for opportunities as a Scrum Master and Business Analyst. I can play either roles well.
I prefer the product industry.

I think the Matrix is broken, I just had a déjà vu.

Hello,

I recently joined CGI as senior systems engineer. I am a developer having 6+ years of experience.

Hope that I will be doing developer job with the given designation and not the networking stuff.

Anyone have any idea on this?

Does PWC give free Udemy access?

Hi will KPMG blacklist if we reject offer letter after accepting it.

When does the bonus/variable payout happens in Natwest?

This bowl has been quiet and I see partners commenting on odd posts around fishbowl so I figure you need more fodder: partners, did any of you have parents that travelled as much as you do?

Just checked all the assets and realized we're close to 1M€ net worth. Most of it is on the house, don't feel rich at all.

Does anyone work at at Merrill Lynch as a Life services relationship consultant? Any info on the pay?

SCORES ARE UP!

What are the best security consulting firms with a focus on the federal sector?

What's with companies charging full fees for diminished benefits? I'm a bit annoyed about being charged in full for my Marriott card annual fee and Amazon Prime mebership

Do I need to sell cash sitting in my fidelity core position to be able to use that?

For those that have physical gold in their portfolio, what do you buy? What do you think is the best value? Coins? Bars? Other? And what weight increments do you usually buy?

Should I lower my contributions to my 401k and save up for a down payment faster? I want to start having multiple streams of income. Planning on getting a multi-family apartment but not living there since I want to buy a semi-cheaper house so it won’t be in a great area (Chicago). Has anybody done it and regretted buying a house as an investment?

World Bank announced that the economy has shrunk by 5% (the largest since 1960). Unemployment is near 15%. US is technically in recession. Can someone explain this ridiculous stock market bubble?

AMZN buy more or hold?

Anyone here doesn’t like Graham Stephens like me? I want to punch that man’s face every time I see him. And the fact that he claims himself as a finance guy 🙄🙄

Any any one here created irrevocable trust? If so what are the annual expenses of maintaining the trust? How hard is IRS paper work

Make 72k with not a lot savings at the moment since I am new in the workforce. Any advice on how to break into real estate.
Also already own a primary residence.

Anyone using Edward Jones? Feel like we did a mistake and rolled over all my husbands retirement accounts from different employers and our kids 529 under them Jan 2020. Since then market is down and accounts lost20%. But the fees every month is pretty high around $200. I am worried to move it to fidelity or some other place and manage myself(not very confident), then I have to sell all of the Edward Jones managed funds and buy new. sell low buy low makes sense but don’t want to loose anymore.

I’m 25 and have found a duplex I’m considering purchasing as a rental property. Planning on renting both units and have the cash to make the down payment without an issue. My cash flow analysis has a payback period of 3 years for my down payment and a 13 year payback period for the whole investment. I think financially it makes sense. My question is, is it realistic for a 25 year old young professional to handle dealing with all the extra curricular’s that come with owning a rental property ?

Realized some gains from a trade and I have 5k to move. I’m looking at TGT or WMT as an alternative play to AMZN. I’m looking to start a long position 3-5 year hold/add and reap some dividend reinvestment. Any opinion of which one to go with?

I'm thinking of entering the show The Ultimatum marry or move on

Is there any website to get a template for decent/basic contracts (i.e. leases, purchase agreements, partnership agreements)? I want a base to start, without having to sign up for a free trial and then get hit with a bill when I forget to cancel...

Hi everyone! I’m a young professional right out of college getting into investing and personal finance management. Trying to better understand and educate myself on personal finance and investment strategies. Can someone recommend some recourses (books, podcasts, experts to follow, etc.) where it’s clearly explained for beginners? Trying to make sense of 401Ks, Roth IRAs, emergency funds etc.
Like I’m looking for someone like Dave Ramsey but for investment and money management advice.

HYSA anyone recommends?

At this point, I am ready to die with my GME stocks. 😩 My grandkids will inherit it. I am ordering my certificates as a souvenir. 💎 🙌🏾

Did not sell some of my underperforming stocks before end of 2021. Can I sell now but include them in 2021 tax return? Remember there is some grace period for this.

I have 4k that won’t need soon and thinking about were to spend it on.
A. Student loans at 5%
B. Invest in stock market

Thoughts on XT?