I am seeking a tax accountant (California) to help us understand any prospective adjustments so we don’t owe as much towards the end of the year. Any referrals are appreciated.

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Following since I don't particularly like my accountant (and REALLY didn't like the one before)

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Can someone explain the tax benefits of an HSA to me like I’m five? Everyone seems to be on the same page with these and as a accountant I’m embarrassed I don’t get it

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Do you believe we’re on the brink of a major housing collapse/recession? If so how are you preparing for it if at all?

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Curious to know how my returns have been comparative to broader individual investors. How would you classify the below - great / good / average / bad?

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How much percentage do you guys spend on renting? After or before tax?

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How much money can you save per year in Canada if your package is let's say 80K CAD.
Assume unmarried guy who doesn't drink or party.

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How is buying a home to personally live in a good long term investment if you do the traditional route of financing? Interest paid seems to greatly offset any appreciation over 20+ years

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Engaged/married women, how much does your spouse financially support you? We’ve been in a pretty equitable split based on income.

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Looking to buy Hermès Kelly. What are my options?

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I am a resident alien for tax purposes. Should I be filing a w8-ben or w9 with the bank? Do we need to even have these on file and what are they used for?

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Recommendations for a good tax accountant in Denver? Not in an overly complex situation, but just want to make sure I'm doing things right without breaking the bank.

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I receive RSU every year and a portion vests every year. What is the best way to manage the tax implications on these? I tried moving it to 401k to avoid taxes but was told I could not do that. What do most people do with these?

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What are everyone's thoughts on making the Monthly Child Tax Credit permanent? I think it is an important step to care for the families in our area, but I know not everyone believes in this program

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Can anyone help me calculate the monthly salary, it's my first switch and the HR mentioned that you can opt out from employer contribution and just divide it by 12.

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Bay Area Only!!

Drop your age, salary & how much rent/mortgage is. Please specify if you have roommates :)

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I’m a newbie with investing...basically know nothing and wanted to ask. What sort of research do you guys do before investing in stocks? Any books you recommend? Only thing I have is index funds with VBAL so far on a friend’s recommendation. Thanks!

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Hello Sharks,

Is it worth moving to Canada for 86k pa?

How much will I make each month after taxes? Will I be able to afford a quality life? I am single right now.

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Any good books to help get you up to speed on real estate finance matters?

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I’m new to angel investing but am about to get involved in a deal to provide seed funding to a company I’m excited about ($250-300k). Tell me how i am going to get screwed down the mine assuming the company performs well and meets growth targets over the years.

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Anyone else curious about how someone can offer to buy a company, then put it on hold awaiting some information, then say they will pick it up cheaper once that information is provided, or not, and not be under SEC scrutiny for stock manipulation? I guess if you weren't a billionaire and able to swing the stock price by social media, that would be one thing, but since that is not the case. It'd be nice to have that sway!

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Realistically, can we expect things to get better in LA County by mid March maybe?

By “better” I mean some initial steps toward restoring outdoor dining and such.

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At least we’re together🤗

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Is good to join Axis Bank IT department for the position of senior manager? Or UST Blueconch as senior software Engineer? Axis giving permanent work from home. Yoe : 7 Axis Offer : 25.6lpa(23.82fix) UST blueconch: 26 lpa Please share your views on wlb, job security, growth. Tata Consultancy Infosys Ust blueconch technologies Axis Bank Ltd UST Wipro PwC India

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Anyone here got 16 CTC for a role of data engineer?
YOE- 3.5
Bigdata+ pyspark+ SQL+ Python .

Actually I have an offer in line with 14ctc. I don't know how to negotiate with Wipro?

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Haha why is it called bench “blues”? I’m the happiest man alive on the bench. I do the bare minimum

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I teach a middle school STEM class. And I don't think I include enough Science based projects in our curriculum. Any suggestions on where to start brainstorming for next school year?

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I got hired to be the SME on a particular tech platform at my current company. I have more experience on it than my boss does, yet during a code review, he insisted that I delete a section of code that was perfectly functional and shippable and swap in his preferred code. Two hours later, he figured out that the reason why there were more than a few compiler errors in the code was because my code actually worked… smh.

I currently have two private industry job offers as a senior tax analyst. One is for a publicly-traded company which I will mostly be working on compliance work and occasionally help with provisions. The returns are also prepared in-house. The other is not publicly traded but ill be working on all aspects of tax such as compliance, provision, and indirect taxes. But the returns are prepared by an accounting firm, I just work on the work papers. Which job do you think will require more OT?

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How many years did it take before you could pay off all your med school loans? I'm starting to feel like it won't even be possible.

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Happy Independence Day 🇮🇳

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Not sure if this is the right place, but I created a bowl that I'd like others to be apart of, but would like to remain anonymous (i.e. I do not want to share with my contacts). How to I get others to join? The bowl is for those who were student athletes in college and now in the real world.
Bowl title: Student-Athletes In The Real World.

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How long does it typically take to get a decision following a final round interview for a strategy and ops role? Final round interviews were over two weeks ago and was told I should have an update this last week but didn’t get one even after following up. I understand the process can take some time to play out, but mainly trying to gauge whether no news is good news or whether this means I likely didn’t get the job and they just haven’t told me yet

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Any way to pay yourself with a check funded through a credit card to game points?

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Anyone at DU this week ?

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Thank you to everyone in this bowl. I got a new job with a title and pay bump (33%). I felt damn near my worst when I was searching for a new job(11 mth process). The advice, encouragement, and support from this bowl helped in immeasurable ways. It’s been 3 months in my new role and I’m in a much better culture and team that’s supportive of my goals. To those still searching - I know it’s really tough and it may feel like you’re trapped but trust that your yes will come when the time is right

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How is the job security for Fujitsu Consulting India band fj12. How is the overall job security?

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Does anyone know how to switch roles internally, outside knowing the recruiter for the new role. How may employees apply to openings in other business areas / industry ?

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Rolex ADs to avoid in dfw? I’m just starting out probably won’t get into Rolex until maybe a year or 2 but I want to start building relationships with an AD or 2. Maybe buy some of my starter watches so it counts as purchase. Maybe this is the wrong approach idk but I don’t want to drive to ever single AD if some won’t even give me a chance because I’m starting out. Any advice on who to avoid?

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I received a report that my employees are having phone conversations with ex-employees and discussing work-related events. I am not physically at this location & I’m not sure if this is happening on the clock or not. All employees have signed confidentiality agreements. In our line of work it is important that we do not disclose private company information due to competitors and liabilities. Any recommendations on how to handle this?

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Additional Posts in FIRE Financial Independence Retire Early

Car theft is on rise in my area. I want to put safeguards in my car like gps tracker or anything that's available commercially. I heard phone companies have something that uses their cellphone towers to keep track. Any suggestions on gps trackers or other brand products. I am really worried that due to car shortage and job losses thefts are going to go up. Car dealerships are having wait times of 5-6 months for new cars so any theft would create lot of trouble for our young family.

Mortgage strategy question: moving from HCOL to MCOL city, selling current house and buying a new one. Will net enough equity from the sale for up to 20% down payment. How do you think about mortgage rates, points, PMI, etc for the new purchase? I'm in favor of putting less down and investing the difference, but not if the terms are worse.

And I'm talking with both a broker and a credit union - is one better than the other?

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TC New grad Software Engineer
Base: $110k
Sign-On: $35k
RSU: $120k/3years
Relocation: $20k

Starting fresh with virtually $0 savings and $0 worth of financial literacy, whats the best course of action? any advice is greatly appreciated!

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Nyc couple with $0.5m in income who feels average

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PwC Is there a max contribution rate per paycheck to 401k / after tax 401k?

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Should I max my Roth 401k contribution before investing in Roth IRA? Currently I’m investing 8% in Roth 401K and about $3000 in Roth IRA per year

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Kicking myself for not moving more of my retirement out of growth stocks and into inflation protected assets earlier this year. It should have been so obvious this was going to happen after all the events of 2020 and 2021.

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What is your finacial routine. What you do daily/monthly to keep up with market, follow any resources online, review industry specific news, review your positions etc

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I have 650k in invested assets (retirement + brokerage). Have a house overseas but i’m not including in the $ above. Wants to hit 1M in invested assets in 2 yrs once I hit 40. I have about 40k/yr expenses. wanting to shift to a less demanding job, yet fulfilling and I can have more control of my time. Doable?

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Interested in what I’ve seen on this bowl, but know nothing about FIRE. Any recommendations of where to start learning?? Would love to get my wife and I onto something like this. We just paid off 42k in student debt in 2 years and are debt free now but buying our first time in September. Single income family, second kid on the way

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any thoughts on using fundrise as an avenue to get into realestate investing?

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People say it’s easy after you hit $100k but somehow I feel ’m just losing $$ from the money I’ve already put into the market and I haven’t touched it since September 2021. Should I still continue to max my 401k and add to the market monthly? What should I put my money into monthly?

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How much is your monthly phone bill?

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I need to do a backdoor Roth IRA - A question I have is do I need to do the full $6000 contribution limit up front, or can I do a portion, convert it, and then continue to contribute throughout the year?

Also once it is converted can I contribute to that same account in future years?

Thanks!

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How much do you budget each week/weekend for entertainment (eating out, theatre/bars, etc)? And what is your income for reference?

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Is wealthfront allowed at Deloitte?

Not sure if this is the right bowl. Have any of you filed bankruptcy? How does that affect your corporate AMEX card?

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How do I start building rental property portfolio so I can FIRE?

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Does anyone recommend getting a financial advisor of some sort? What companies are most reputable and actually worth using (not looking for a slimeball selling me crap I don’t need)
Money between brokerage, savings and retirements is approaching $1.5M and I want to make sure im not doing something dumb as I have been managing myself
Goal is to retire before 59.5; current HH TC is $800k+ right now
Both early 30’s

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I don’t see VTSAX as an option on my employer 401k offering. They have VEMPX and VIIIX, would splitting the investments between these two lead to similar outcome as VTSAX? Or should I choose one over the other? TIA

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