I recently had to pull my 401k from a firm linked account (my previous employer) and had to shift the funds to fidelity Traditional IRA account to be compliant with PwC independence. Everything is cash and looking for some investment suggestions. Not a big amount $20k and am 31 M. Open to medium to High risk options as this is for a very long term. I am a little concerned about market’s downturn and having have to invest at this point when market is all time high. Thank you!

Anyone here use or know anyone who has used Vet Comp and Pen to get/increase VA disability benefits? Wondering if they’re reputable.

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

Hi fishes, I am a dentist and did Masters in hospital administration from IIHMR B. Currently I am working as Cerner EHR support analyst since Aug2021. Can someone refer me to ZS, healthcare solutions. Thanks in advance

For the past 2-3 years, I have obsessively tracked my net worth/income trends/investment performance over time. I checked my trends just now, and OMG I hit the 300k net worth mark right around Christmas. I guess I haven’t looked at my dashboard for a month. This feels so cool. I want to shout it from the roof! I can’t really brag about this to my friends, so I’m sharing here! 🎉 🎉

Do I need to report my crypto holdings to EY?

Looking for a new HR opportunity in the Madison, WI area, or remote work. Any leads out there? 19 years experience, SHRM-SCP certified. Tons of employee relations, talent development, benefits, payroll, experience! Still growing in comp administration, and enjoying aligning people strategies to organizational goals and objectives.

Thinking of moving my whole crypto portfolio into BTC. Is this dumb?

How do you renegotiate your commission rate on TD Ameritrade and it’s platform ThinkOrSwim? Is this requested online or do you have to call in? Does it have a decent success rate? Im at the original .65.

Qualified Dividends: I’m expecting $650-$750 qualified dividend in 2021. Salary and base about $250 total. Questions: what tax rate will the qualified dividend be taxed at? The 15% or 20%? Also, since it’s technically a long term gain, do I have to pay an state and local on the income? Been reading for a bit and I can’t seem to find a clear answer. Thanks fishies!

What are the healthcare options like in India? I'll be needing regular care and I'm not sure what the insurance providers are and if care works differently in general.

I'm a younger teacher in a high COL area. In terms of wealth building, how does home ownership stack up to other methods like investing in stocks?

Canadian 🐠 Which ETFs are you buying right now?

Do we have tax calculator in tcs

Today I lost out on a house because my offer of $90k over the list price was beat out by another bid. Everyone else having an equally crappy Monday?

** Very Important **

Tax declaration last date is on 15th May 2022.

I would like to know do I have to submit the investment documents now ? Or later in the month of March 2023 ?

Please let me know. Thanks.

How does one get into trading from positions elsewhere in the bank? What would impress you most about candidates attempting to do so?

WFH/Layoff/Security
Hi,
CCTC including all benefits is 16.57 with 8.3 YOE, primarily focused on Manual Testing.
Is it worth looking for another opportunity?
I am afraid after seeing layoffs news of EPAM, Publicis Sapient & most of the other companies calling employees in the office.
I love my WFH in PwC India & base location of Kolkata. & the best thing is stability in PwC India, they never lay off!!

To GT folks, what is audit PMO, financial transformation service line do?

Hey fellow 🐠, what do you think of making a fishbowl to meet up with fellow consulting professionals in the same city? To grow our network, get some more insights etc.? Would anyone be interested?

Considering getting highlights and/or extensions for my wedding. Is it worth it? Or is it a bad idea to update your hair for the wedding?

Did you do the NIPT? I just had my first prenatal appt and they scheduled me for the NIPT at 10 weeks. I’m a little nervous and anxious. Did anyone get it and got a false positive? Do you not recommend it? I wish I could ask family but we’re not telling anyone until the 12 weeks mark.

If anyone’s not cringing at these March Madness videos in the firm-wide webcast, shame on you.

I’m honestly dreading going in today to hear *nothing* about the Buffalo shooting, the terrorism and white supremacy that keeps getting people murdered. We’re just supposed to keep responding to emails and join calls.

Can someone elaborate on floating holidays at ZS ?

So what is the cheapest way to get a RIMOWA carry on? Lufthansa Worldshop has great prices but doesn’t deliver to the USA

Hi looking for software Engineer openings. I've an experience of 2.5 years working as a backend developer in Java spring boot, batch, hibernate, and AWS services in a fintech product based company. I've been certified as an associate AWS developer.

Does BAE Systems consulting arm having much presence in public sector consulting? I see them working with a bunch of public sector clients but interested how they compare to the likes of Deloitte

For folks who’ve done R1/R2 interviews at BCG… how useful did you find the CaseCoach courses? I’m a week out before my R1 and I’m wondering if it’s going to be time we’ll-spent. Would love to hear “ignore this, definitely do that” sorts of advice if possible. (For background: I’m familiar with Victor Cheng, I’m using RocketBlocks, practicing live cases, consumed a bunch of YouTube videos, etc.)

RESUME HELP! I’ve been out of a job for 7 months now. Can anyone provide me feedback regarding my background and experience on my resume? Also suggest any roles? It’s really tough finding a job. 🙁

Not sure if this is the right place, but in a privately owned business located in a right to work state, is verbal abuse allowed and would swearing at and putting down an employee in front of a bunch of other employees and in front of customers be deemed verbal abuse? Can owners demand you work a certain amount of hours a week if it’s 100% commission?

Can’t find the bowl for this but quick question -
What are some credit cards like the Apple Card that don’t have any physical numbers on them?

I like the Apple Card and considering opening one but want to see if there are better alternatives. It’s enticing that if I lose my card, I can instantly change the number so someone can’t use it. Plus no numbers means someone can’t randomly make a large fraudulent purchase.

I am in the process of finishing up my MBA but considering also getting my SPHR or PHR cert. Is it even worth it or a waste of time and money?

What are some of the more common exit jobs that audit managers take?

Does anyone have advice about interviewing somewhere with bad Yelp/google reviews? Is it OK to ask about it in an interview? Does any law office, for the most part, have “good” reviews, especially family law? The reviews I read on lots of law office pages are usually people who are accusing the firm of over-billing, not doing enough work or losing/obtaining an unfavorable outcome. How much attention should one pay to this when looking for a new firm at which to work?

Uh this could get bad fast if this holds through open. Protect your downside if not already.

Been lurking on this group for a while. I’ve only traded stocks ever. What’s the best way to start with options? Any great video tutorials or websites that can help me understand the basics. I only have theoretical knowledge of options thanks to a derivatives class I did at college.

How do you renegotiate your commission rate on TD Ameritrade and it’s platform ThinkOrSwim? Is this requested online or do you have to call in? Does it have a decent success rate? Im at the original .65.

Anyone else think big end of day drop? Scary weekend to hold long through

$DPZ 370c 3/27

Have a 2/15 call on ghiv. Tanking today, drop it?

For those who have been driving the daily thread posts (senior tax accountant / KPMG / etc) please DM me if interested in becoming a community leader for this bowl. I’ll put you in touch with Sam from Fishbowl. Thanks!

5/4 Thread (General):

3/23 Thread (General):

Any recommendations on trading platforms that allow you to set up automatic recurring investments in ETFs? Was surprised to learn i cant do it with fidelity

Everyone’s so focused on Airbnb and Doordash lol. Nobody’s talking about C3.ai though 👀

Are warrants still available on IPOE? I'm having trouble finding the ticker on TD Ameritrade

New to US. Which brokers offer best margin accounts? For e.g. I have equities worth $100K and want to trade options. Is there a broker where I can do so without paying more in collateral money - essentially using stocks as collateral, and also not paying margin interest. Was able to do so in London, Hong Kong, and India. However, Robinhood here doesn’t seem to allow it.

Noob question on selling puts- I just sold a weekly put that I WANT to get assigned. The stock fluctuate a few dollars a day so I’m looking for a specific price to own the shares at vs entering a limit order. The stock has already gone below my selected strike price by a 30 cents today but I haven’t been assigned the shares 🤔. Is it only by expiration day or am I missing something?

Anyone else hammering AEO puts?

3/29 Thread (General):

I have just got an options trader job at a prop trading firm. But I knew nothing about options/trading/finance. The firms said they’ll be officially training us once we start. But in the meantime, what are some books/resources that you would recommend to start learning first?

4/4 Thread (General):

I don’t play with options much, but I happened to buy VERU calls for 2/19 a little while ago and now it’s skyrocketing, it’s up over $1k for me- will it keep going up? Should I just take the profits now and be happy?

Any plays on FL (Footlocker) ahead of their earnings report tomorrow?