If someone goes from full time to part time employed....should they be able to move their 401k elsewhere?

Final day at current company tomorrow and I have 100k+ AMEX points I need to use before they disappear forever. How should I redeem them to get the most bang for my buck?

I left an omnicom agency for a Publicis one. My new benefits cost me 250 a paycheck (medical, dental, vision) for my spouse and kids. At omnicom it was 630 per check. That’s fuckin robbery right there.

At what monthly take away you guys took a home loan? Also, does the home loan includes cost of the plot?

Whats the second source of income for a IT employee ?

Hello Fishes,

A component in the Remuneration structure named "Organisation's contribution towards wellbeing". Could you please help me understand what does it include? Is it subject to reimbursement?

Requesting the fishes to give some clarity on the same.

If you living currently in a home and looking to buy another home but plan to put only 10% on the new home, can I pay the remaining 10% after selling my existing home in 1-2 months .. and get the PMI

Closing on my first home. Advice for anyone with student loans in administrative forbearance per the Cares act: once your offer is accepted have you student loan servicer put your account back in repayment status.

Accounts in forbearance, even administrative forbearance, are calculated at a higher monthly payment by the underwriter.

My fictitious debt to income ratio was too high for them to approve me, and it took seven days for my loan to be officially back in repayment. So just a heads up.

At what income level should one be comfortable to spend 2400/mo on rent in HCOL? Assuming single, no kids, no debt or major expenses.

What rates are people getting for condos? I’m thinking about selling my condo (I had 3.25%) but my realtor said that the rates are so high now that if I were to buy a similarly priced place, the monthly payment would be like $800 more. I’m bad at math, so I wanted to ask here to confirm this is accurate. Mortgage is around $700k

Can anyone recommend a solid lender in Westchester County single family homes? Low rates, good service, easy to deal with.

Any benefits if we complete wings 1 assessment..?

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?

What is a Senior Manager Medical Affairs Clinical dev - Healthcare Innovation Technology (HIT) for radiology imaging - salary?????

Is laptop reimbursement policy still available or not since hybrid wfo has resumed? Joined last month. This is for Mumbai

Any recs for a comprehensive financial planner?

Not just someone who's like "check out this and that investing vehicle" but rather somebody willing to review cash flow, tax situation, get into the nitty gritty and meet regularly.

Current situation: company A- was hired as a specialist and proved my worth to become a category manager but ended up on the low end of the salary range because of my lack of experience. Have voice my concern about my pay several times to my director, with no action in return.
Company B - Recruiter on LinkedIn approached me regarding a position open at an out of state healthcare facility for the same thing I do now, I would be working remotely where I currently am today. Cont in comments..

Any thoughts on I bonds? Some recommended them. Pros, Cons ?

Need a quick help
While structuring the HRA if we give max limit for eg., 20k and I have rent agreement of 7500. Will this be a problem or will I just get an exempt of 7500?

Is equity research a possible exit opp from audit?

What could be the salary range for senior quality specialist with 6 Yoe in BACI.

Did anyone who is working in Hybrid model got relocation allowance in the starting from Bofa ???

Current CTC 20 fixed. YoE 11.
An offer HSBC is in pipeline ( 28 fixed as per Recruitment consultant). Position offered is Senior consultant specialist.
However I know that there is scope of pushing the offer till 36. Any inputs on getting the offer to desired figure would be helpful.

What are top firms for a Real Estate practice? Chicago mainly

Anyone from the states did a deployment here through work? Any advise on how to go about it?

Can anybody please refer me to UBS?

YOE- 10.6

Tech stack- .NET, MVC, WCF, Entity Framework, WEB API, Microservices, SQL, JavaScript, Typescript, Bootstrap, Azure, Git Devops, Jira, API testing, Vulnerability management, Performance analysis

Can anyone provide referral for UBS ?

Hi Guys,
I am working as financial analyst have 6.5 YOE, I have interview with UBS mumbai in compliance role AO level,pls suggest how much CTC I can ask for in interview. My current CTC is 12.5LPA.what max they can provide for AO level.

My offer letter status is "yet to be offered".
It's been more than a month now.
Will I receive offer letter from IBM?

Anyone care to share their biggest case interview mistakes? Anything you'd do differently knowing what you know now?

Hello fishes,
Can u pls name a few reputed MNCs in Pune location working in Data Science domain like TCS, Accenture, Capgemini?

Genuinely curious, why do people love Panerai watches so much?! I think there nice but I’ve noticed that their beloved in the watch world

My strategy for Bitcoin:

Buy low
Get worried and sell lower
Get FOMO and buy even lower
Panic and sell at its lowest
Cry myself to sleep
Repeat

Wondering how much a lead product manager in Mastercard at level 6 will be compensated in Vancouver? Can someone in similar role or level shed some light please?

Have a presentation in front of a large group tomorrow and it's giving me anxiety. Will taking a Xanax help?

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?

Best books you read this year that aren’t about sales, marketing or prospecting?

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

Sometimes I feel like I am a drone that just works all the time and I have no friends.

Do you ever find this industry to be superficial? I mean, I've made some great connections along the way, but a lot of the culture is just not for me. People seem to care about the wrong things

Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

If I have a small growing practice (~$70k), is there any viable set up that allows me to continue growing my practice and get paid to help service someone else’s or pipe dream?! How much could I earn?

What do you like to see in your snacks drawer? I prefer healthier stuff like protein bars and fruit.

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

If you could live anywhere in the US with a young family, where would you live? $, family, friends aside

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

How do you deal with vacation guilt? I find myself feeling ashamed having to remind folks in meetings that I’ll be unavailable for X amount of time. Just me?

What specific tasks do your Assistants do?

What is your firm's dress code (when working in the office)?

Anyone here currently at EdwardJones but previously with Prudential? Are you happy with the move?

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

Very curious to get folks' perspectives on having kids at 30 vs. 35 vs. 40? Context: I'm 27 and am leaning towards 35ish age range for first kid.