🐟 in NJ - Any trusted tax advisors around Newport/Journal Square?

Is this a good time to move from pre-tax 401K to Roth IRA? We have been one income family last 4 months but I still expect year income to be in $250K-$270K range. Considering conversion for $40K amount.

Guys, what platform do you use to trade US stock?

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

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?

How to choose which financial advisor to work with.
I have no financial experience and an advisor reached out from equitable.

What's a good percentage (they're offering 2% as a fee)

Any suggestions for joint investment account with a significant other?

Where are After-Tax 401(k) and employer contributions tracked by the IRS? It doesn’t look like they’re on W2. I know the employer + employee contributions have a $58,000 max for 2021. If I worked at two companies and had match + Roth + After-Tax exceed 58k, how would Uncle Sam know?

Does anybody have any experience working on fiverr or upwork? Is it worth it for some extra cash? What are some other options?

Other than Fidelity, what's the best brokerage account out there? Looking for something visual that allows fractional shares and portfolio insights.

Buy/lease now or defer to Q1-2023?

My car broke (engine seized, 10y old). I am interested in 530i ($62k price), however 3year lease is $1,000+ monthly (with $5k down). Monthly lesse payment is 50% more than bmw advertised offers (“south FL dealers are not participating in the program”)

Q to car gurus/experts- should I defer purchase/lease for 6 months? My logic, the impending recession will reduce demand and we will go back to more balanced market (lower prices with negotiation).

Will Amex restricting guess access for Centurion Lounge actually make any difference?

I can see short term changes but the way Amex has been aggressively marketing Platinum card, we just will have overcrowding of primary card holders 🤷🏻‍♂️

What's next, everyone has to spend min. 50k a year to get Centurion lounge access or pay per visit.

Is retail quant trading on a massive rise?

What all methods to save tax on a 22 LPA salary (fixed including PF both employer and employee) apart from standard 80C, NPS, insurance and home loan, etc

Anyone know of a good cross-border US/UK financial fiduciary?

Hi fishes

I am planning to start investing in a smallcase. I am considering paid managers. Any suggestions on manger and smallcase will be really helpful

Has anyone successfully claimed that income from a NY big law firm is not NY income based on TSB-M-06(5)I (May 15, 2006)? I think that my situation meets all the factors necessary. I am going to claim that the income should be sourced from Texas—I worked out of the Houston office from time to time while there. I was in Texas for more than half the year.

Anyone trade options on JPM You Invest? They have a bonus running right now and wondering if it was worth it for general investing and options trading.

Rate my offer for a business valuations associate role at a boutique firm in Toronto:
- $90k + ~7.5% annual performance bonus
- $5k in clawback reimbursement
- will pay all professional fees throughout term of employment (CPA & CBV)

My background:
- SA1 in assurance
- Master of Accounting
- passed CFE, qualify in about half a year
- enrolled in CBV program of studies
- 24 yrs old

Any BCG Gamma fish? Can you please share what kind of analytics projects do you guys do?

When industries refer to business intelligence engineers, are they looking at a senior level or entry level? Some of these job descriptions seem rather outlandish in terms of years of experience required like 5+

Does anyone have experience with t-mobile internet? I'm so sick of dealing with Comcast!

I wish I was overemployed. Searching for gigs, but nothing yet. Any tips on how to get one or more extra jobs?

Hey Fishes,
I am making my first switch. What should I tell my current manager on why I want to leave ?
He is the most dramatic person I have ever seen. I don’t have much experience in these kind of corporate talks.

Yoe : 2.1 years
CCTC : 3.9 LPA
Offered: 7 LPA

Which is better in tecnology consulting Pwc or EY?
Need your opinion guys

One of the company asked if i could join as early as in 1.5/2 months where I have 3 months NP and haven't put papers yet .. i asked one of my senior in my team about this who's already resigning...and she has told about this to the entire team 😶. I realise it's my mistake asking her :p
Now that I'm not hearing back from the company which I gave interview and my environment at current project is a mess atm...Should I just put papers or bear with it till I fine another one..??

I am a Backend Python Developer. Is DSA/Competitive Programing mandatory for job change?
Any Advice/help would be really appreciated :)

Hello,
I work in SAP Data Migration space.
Can anyone explain the difference between PWC SDC, PWC AC and PWC India?

I am trying to get into PWC. here are a few things I have heard so far. Is this fairly accurate?

1. PwC AC is offshore counterpart of PwC US. Good salary. No travel opportunities. Average yearly hike ~10% Mostly technical work.
2 PwC India is a pure consulting firm. Salary better than PwC AC. client facing work. Can grow as a management consultant. Great Travel opportunities.

Looking for a used AWD SUV ~$20k price point, what would you recommend? Ideally 2012 or later with under 100k miles. Reliability and low lifetime maintenance costs are number 1 priority. Plan would be to run it into the ground eventually, not resell. Third row seating is a plus but not a requirement. Live in Colorado.

Can anyone share their experience as an Aldi Store Manager? Mixed reviews on Glassdoor and Indeed.

Hi new here. Idk what my value is and if I’m getting paid an amount that reflects my hard work. I am a paralegal for a small law firm (family and immigration) w only 1 attorney. I have about 20 files or more in my rotation at a time. I work on various types of cases at once. Some are simple, others are extensive. I feel like it’s very unstructured and one of the managers micromanages. It’s like every man for himself. Take home pay is $50k. I am working on my bachelors deg. Do I get paid enough?

I got an offer letter from paypal as L24 band as sr team leader , please suggest they are offering equity in my CTC ..how equity works in paypal ..how promotion or career growth works with paypal

Hi Community,

Any referrals for SAP ABAP on HANA for 3 years experience? Please let me know.

Anyone stuck in an unhappy marriage? How do you deal with loneliness of this profession and complicated family life

Just curious- how many 🐠 on this bowl are on OPT/ h1b (H) and how many have GC/citizenship (C)?

Have my IELTS on Monday, any prep/material I should read before the test? Or simply show up?

Hello my desai colleagues! I'm a proper ABCD, I have lived in India for all of 3 years. When I go to visit, I have a hard time connecting with the family members there. Most of my family is in Chennai

Any recent H1B stamping experience in New Delhi? Will appreciate if you folks can share any insights ......

Does anyone know impact to h1b employees when a company is wholly acquired? As some of you know now, Navigant is being acquired by guidehouse. Does a new petition need to be filled now?

Desi folks , do you really regret your marriage ? What is that annoys you most ?

A lot of my friends (on H1B) have bought houses in suburbs (or away from City) the past year. I really would like to stay near City (NYC). Any of you considered or have bought apartments in City area instead of huge suburb houses? Any pros and cons that you are aware of?

What to do when parents dig their toes into your relationship? They don't approve of who I'm with and very vocal about it.

In 10 years, this may be in the rear view or they may not let up. Anyone with experience in this?

Hi all, has anyone temporarily transferred to the Canadian office of their firm and done the Canadian PR application while they were there on work visa?

My father is visiting us for 6 months. He takes insulin injections daily . Anyone know good way to get insulin injections to us they need constant refrigeration, or if he can buy them in US.

What do you guys think would classify as a good savings amount by the age of 30?

How to deal with a relationship trauma? Especially when your ex has moved on.

What kind of charity activities that you all do? Is it primarily in India? Or you have some charity in the US as well?

If h1 client location LCA amendment is in progress, can I travel outside country for visa stamping?

Can someone help on how to get a burner?

Currently 31 with 6.5 YOE and single . Should have NW of 250k by end of this year. (No significant assets in India). Considering this money all reminds invested I should have a decent nest egg for retirement. Have an LIC policy that will be worth arnd 50 lakhs when I surrender it (plan down payment for an apartment). Struggling to convince parents this should be enough for me to move back. They think I should move back when I have more financial security. What more should I plan for ?