I have a village with 3 employees in a 457 plan. They want me to take over plan. Assets are under $200k. Who would take that?

I'd like to sell my condo in Central NJ but I've never done something like that before and feel a bit overwhelmed / intimidated by the process. Adding to the complexity, it's a deceased parent on the mortgage, not me. Is a realtor someone that can help? How do I find a good one?

Any real estate agent in the Connecticut area on here?

Moving to Dallas in June, any tips on where to buy a car?

I have Amex corporate card. With corporate there are some offers when we opt to Amex plantinum .
In this case Amex platinum vs chase sapphire preferred (no corporate card)

Doing my research to jump into crypto. Wanted any advice or thoughts on where to go. I’ll start slow with a $1k. Hearing gdax is better to go with vs. Coinbase. Any help for a newbie? Which coins?

Here’s a point of reference on meme stocks for people who thinks it’s too late to get in or who think it’s close to peaking. Tesla: 948M outstanding shares; market cap: $837B. GameStop: 69.75M; market cap: $5.36B.

Reposting in case someone out there didn’t see my last one. Looking for a house swap in Manhattan/BK for ours here in Oakland. We have a big 4 bedroom Craftsman, yard, close to all the outdoorsy beaches, redwoods, hiking, Tahoe, Muir Woods etc stuff and SF. The air is finally clearing up. We need a 2 bedroom. Need to come back to NY and see my people. DM if interested.

So can somebody explain to me what will happen to my Tesla stocks after stock split. Apologies new in the game and trying to get my head around it ☺️

Where would you cap your rent if you made 86k and wanted to live nicely but responsibly?

Is anyone else kind of Irked that strict independence req aren’t really considered in public accountants compensation? I’ve done really well investing in certain investments that I couldn’t have invested into before.

I will soon have two elderly parents living with me, my wife and our 1 years old daughter. I am a SC and make 140k. I have a mortgage and bills etc. My parents will be migrating from a Afghanistan so not much savings. I am concerned I won’t have enough money to support them my family, manage a demanding job etc. asking if anyone else is similar situation? Thoughts on making more money? Etc

New to crypto investing. I have a 40% loss. If I sell, do I have to wait 30 days to be able to carry forward the loss? Or can I get back in immediately?

What does everyone think about this tech stock downturn?? Thinking about buying a new house soon and have way too much $$ tied up in my and my spouse’s ESPPs 😬

So is the only way to get Sapphire Reserve bonus points if you have the Preferred is to downgrade the Preferred to Freedom, and then upgrade to Reserve?

Have the preferred but want reserve and bonus points. How long does this usually take? Any risks?

So what percentage of your income are you spending on rent? Any insights in Dallas would be greatly appreciated!

New to investing. Please suggest an awesome newsletter to start with. I’m planning to buy a premium subscription of $79 yearly for the Oxford Income Letter. Any suggestions that are better than this newsletter.

What did you do with 401k from prior company? Did you roll it over to Deloitte?

I have joined PwC AC in Advisory practice in Dec (Around 45days back) . I've not got the project yet and still on bench. I connected with deployer and Coach 2-3 times, they said they are in process of allocating. What should I do now? Is it something to worry about?
How my performance will be evaluated and appraisal will be affected?
Will I miss bonus (Variable pay which was verbally promised by HR)?

Any suggestions will be helpful. Thanks in advance

Just got done with Dev Bootcamp, how long will it take approx to get staffed to a project ?

My last working day was on 19 sept , when can i expect f&f tomorrow?

How do you guys think of multi stage interview process? Personally i feel interviews up to two stages is ok, further than that is a waste of time.

I read a few stories like people not successful in getting the role after 5 to 7 stage of interviews, this is inclusive of coding / design challenges, flying over to another state for onsite interview etc.

Here 28 weeks pregnant and tired of hearing you would need to do this for better lactation, you would have sleepless nights. Can a new mother not figure out on her own with the right scientific knowledge ? Is it important to go by what your parents , in-laws or known ones tell you ?

How long does the bgv process rake place for India offices

M here. For those using Muzz or Salams, how’s your experience been so far? I think I have a pretty decent profile but not finding a lot of luck (this is of course subjective).

Can anyone share some insights especially female 🐠? Do ladies usually expect us to DM them?

Anyone familiar w Bed Stuy between Marcy Av / Myrtle Willoughby area? Keen for thoughts on neighborhood spots / vibe - am considering signing for a 1bd and can't get down to view in time so relying on friend viewings + vid.. any insights welcome!

I’m a first year associate. I am hopefully getting sworn in within 2 weeks. Is it too soon to engage with recruiters and start looking for a new role?

Tips for Belize!!

1. Safety Concerns
2. Accommodations (Airbnb/Hotel is better)
3. Is it worth to get a car?
4. Activities to do?
5. Neighboring cities to visit?

Group of 5 in their mid 20’s, and we’re planning to visit early/mid February for about 8-9 days. We’re already doing research but additional advice from experienced travelers is always welcomed.

Besides FAANG companies, what companies (public or private) are generally the highest paying for accounting/finance positions (taking into account COL as well)

Ok so not super travel related-but does anyone have any tips, tricks or codes for renting a moving truck?

I’m introverted and have no game. What are some effective ways for someone like me to meet new people in a super social setting?

Can you guys name some US companies that are hiring Canadians and offering remote positions. Looking to know both sides Insurers and Brokers in commercial insurance.

Anyone have advice on how to prep for an interview at Amgen for a manager position in Data and Insights

Has anyone used the Warton Group to purchase 401k leads? How was your experience?

What’s your tax strategy to minimize self employment taxes?

Thinking about all the fiduciary options: Participant 3(38), Plan 3(38) or 3(21), Admin 3(16). What can a RK provide that would help us win plans with you?

For those who cold call on 401k plans, what is your approach?

Which Investment Analysis and Reporting System do you use? What are the pros/cons?

Looking for whole life insurance. Who is better Mass Mutual or Northwestern or NY life?

Talked to two major Recordkeepers this week and both of them said they are pricing their record keeping for plans with $20MM or more at a loss right now. What does that mean for the long term of 401(k) record keeping?

Are u allowed to be an insurance agent while at PwC

Wondering what the industry average is for a client facing support role to a 401k Advisor? We help with 80 401k plans with assets over $250 million. I have my series 65 license and I feel as if I am under compensated for my experience and being a licensed rep. I have been with the group for 2.5 years now. Thanks!

I currently use adp platform, reach out to me. Bill 6314129500

How do RIA retirement plan focused advisors feel about taking on new advisors to your firm? What do you look for in candidates? I’d like to get out of my corporate role, curious if this makes sense

Recently attended an FA conf. where there was discussion about 401(h) plans & their tax advantages.
I know a variety of 401(k) providers available via my B/D but don’t know of 401(h) ones. Do you ?

What percentage of your clients are choosing to permit the CARES Act provisions into their 401(k) Plan?

Coming up on my annual review and I'm curious about salary ranges for those who work with 401(k)+ plans. I'm a CPFA, series 65, and previously held 6&63. I advise plans on investment selection, plan design, IPS creation, and meet with participants individually as well.