Is there an easy/efficient way to figure out how much you've contributed to vs earned in your Roth accounts? I started contributing >20 years ago to my employer's Roth 401k and have rolled it over to a Roth IRA and moved it between multiple custodians, e.g. Fidelity, Vanguard, UBS, Personal Capital, etc. It is unclear to me how much I contributed vs how much I earned by investing it.

The purpose of doing this is I want to use $10K of it, but want to prove that the $10K is from my contribution.

Any advice for an extremely young, incoming Merrill FSA?

Just heard FY23 partners at PwC are getting only 40 shares vs.60 last year. Looks like new partners are being shown the middle finger by Tim Ryan in favor of increasing stock price and getting more catalyst hires. Sucks!!

Has anyone used Amex Corporate Advantage program? If so, how soon did you get the $150 credit after you opened a personal credit card?

Hello fishes, will be really insightful to understand cost of living in Doha for a single person. Rent + food and other expenses manageable at 8-10k QAR/ month?

Currently have excessive savings. Is now a good time to invest in general S&P funds?

Does anyone invest in Milwaukee SFH or condos? Any neighborhood insights? I am thinking about branching out from Chicago and I am looking to connect! I have a RE agent license as well.

First time participating in ESPP this last period. I received a heads up email that Morgan Stanley will get in touch to open a broker account, but not heard from MS themselves. Anyone in a similar situation?

Could anyone recommend a set of indices that are publicly available and is a good predictor for consumer spend in home renovations ?

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)

Please help? For those of you who have added authorized users to your credit cards, what’s the best way to track/summarize the spending? Looking to add my little sister but would like to be able to see her stuff separately from mine. From what I understand, this feature is not “easily/directly” available as a standard offering since everything is clubbed together in the statement. Thanks for your help 🙏

I am trying to justify house buying in HCOL city. The house cost is minimum 1.4m .monthly mortgage would be at least 7k(with just around 2k principal) rest goes to either int,tax. Not to mention regular house maintenance. How is it better than 3.5k rental. I understand appreciation and own house independence. But I am just trying to make numbers work.

Hi!

I recently did a job interview and I made it clear to the HR my expectation salary is 60k a year, non negotiable.
Today I got the job offer and they are offering me 54k. My current company is making me 50k with tons of benefits which is why I am asking for 60k.

Should I accept the offer or renegotiate?

Realtor fishes, let's play a game: I share some details of some listings that we have available at my office and you let me know if we should keep them in our portfolio or make room for better properties.

Hi All,
One of my friends has recently joined capgemini and has following doubts related to tax proof.
Can we edit the tax declarations in HGS portal every month any day?
Does Capgemini asks for rent agreement along with rent receipts as a part of tax proof submission?
Also which proofs needed for,
80c - elss lic
80d - insurance for senior citizen parents
80ccd1b - nps

What is the best route to take to become an analyst? I have an RN, MBA in Healthcare Management, CPHQ, and 15 years of CQI experience.

Does Accenture have any grad school (mba) tuition reimbursement benefit?

Does anyone know how to get funds that was in a 401k account years ago into your current IRA?

I’m a technical consultant but sick of the low pay and bad benefits at SI firms. I have some opportunities at Big 4 with better pay & benefits. Will it derail my career to move to Big 4?

For those of you in healthcare related account management, what is your healthcare background? I am clinical and getting ready to hire a higher level account manager. I am really biased toward people with clinical/in hospital experience because, quite frankly, healthcare is a different beast - lots of hand holding and change management. I don’t want to miss the right person because of my bias, so im wondering how many healthcare related AMs have healthcare/clinical experience… thanks in advance!

Hi Fishes ,

What is Max yearly hike for best and worse perfomer in HCL ?

How is projects assigned to laterals in HCL

US peeps, what are you doing for thanksgiving?

Can anybody please provide me referal for mercedes benz.

Dm me for connecting further.

Hey All,
I finished a third round interview, and HR contacted me that afternoon saying I had positive feedback across the board and they would contact me the next day regarding next steps. It’s been two days and they finally get back to me saying they haven’t been able to sync with the hiring manager but will keep me posted. Honestly I wish they would talk with the hiring manager and then let me know the decision instead of checking in. It’s messing with my emotions.

Does KPMG’s federal healthcare advisory practice get Veterans Day off?

Thoughts on Fox Rothschild?

Hi all,

I just got a job with Delta airlines and I had an accomodation request to work remotely as I am Immunocompromised. I provided all the neccesary documents to back up my request and letters and documents from my Dr. aswell. My request was denied because the team said they wanted me to have face time and one on one interactions with people from other team (which defeats the purpose of my request) because I have to limit those interactions to reduce the risk of infection. What do I do?

Got an offer for TY, would receive Lynch and Fitz/Keelan Cole. Would have to drop Crowell or a TE to facilitate the roster space. Think it’s a fair offer, but would you take it? 14 team, .5 PPR

Hi. People Manager here. I've been one for 12 years now and I encourage my team to not be "yes" people. At this time, it feels like my manager wants me and my team to be yes people for her. How do I deal with this? I've never been a yes person and I don't preach this to my reports. I don't know what to do. Help?

Seeking advice ...
Currently working in Due Diligence and looking to switch to either IM or Consulting. I’m really looking to grow and I recently got an offer for a TP role at one of the big four. Should I take the offer and then pivot to a management consultant role from there or should I stay in banking and try to get myself into IM? What are my options? Thanks!

Hey Fishes,

Joined LTI recently in P3 band. However not allocated any project. Got a call from the resource management team to relocate, which I rejected upfront as I was promised a role in the location I am posted. It has been over 2 weeks since I am in bench. What shall be the next steps, shall I wait for some days or start looking for other jobs as getting a project looks difficult as there are minimalist responses.

Any recommendations for family trauma therapists? We are going through some next level sh*t. Please DM.

Need 11likes for dm please

Hello Guys,

Could please name the PSU BANK projects with EY ?
How is the work load in PSU projects ?

Which offer should I accept? Currently staff 2 at big 4 in Tax with CPA license. I want to leave tax ASAP. Both are public companies +1B in revenue and same salary. Offer 1 - staff revenue accountant so reading contracts, speaking with the sales team and legal team, a lot of work at the end of the months to close books and reconcile transactions to make sure we are ASC 606 compliant. This track usually leads to director of revenue. Offer 2 - internal audit staff so SOX and compliance projects.

Does anyone know who the 401k benefits manager is at VMLY&R NY?

Currently maxed Roth 401k, Roth IRA, HSA, and ESPP at 23 YO, should I consider an after-tax conversion? I’ve read about back-door Roths but I’m still far below the income limit as an analyst. Definitely looking into early-ish retirement, should I just invest the rest in a regular brokerage account until I reach the income limit? Am I even allowed to do a conversion? Any advice is helpful :)

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)

26 YO, make make roughly 130k TC and really wanting to get the new 2022 Accord Hybrid Touring trim. Great MPG and reliability. MSRP is just under 40k for the top trim. Good financial move or should I go with a lower trim such as the EXL or Sport which come in around the mid 20k-low 30k area.

I get credit alerts from Experian/ TU & was told two email addresses were found on the dark web. Have been hit w fraudulent charges in FL via Chipotle app; rec'd email that said sender knew my password (was partially correct) & was going to send nude pics of me to my contacts; rec'd email from Best Buy about my email being used to reset my pword (don't have BB acct) & today was notified of a declined transaction in Canada (I'm in TX). Besides changing pwords/ replacing cards what should I do?

Anyone here have any information on where to invest your money apart from the firm's 401k match? New to investing and wanted to know where do other people invest since most of them wouldn't be investing in stocks directly.

Google stock to buy now or after the split?

I recently joined a company after being self employed. I’m on hubs’s health insurance. We have no kids. It’s United healthcare. The company offers United as health insurance. What’s the best way to compare plans? I have not been in this situation before so apologies in advance if this is a dumb question.

Best ETF to invest in? I’m 24 looking to invest about $50k and don’t know where to put it. Nothing that’s super high cost or risky please

Have you ever worked with a financial coach? Did you find it helpful?

Does anyone have a financial advisor they recommend? So far I just throw everything extra into a mutual fund but I know this isn’t the smartest way. Looking for someone who can deal with the independence restrictions and help me make smarter decisions (or just do it for me)

Invest in roth 401k or traditional 401k and save the difference for a house downpayment?

What’s up with people talking about withdrawing from retirement due to CARES Act and investing elsewhere?

Have an acquaintance who is a single mom; she purchased a used car 3 mos ago. Six wks later her 17yo wrecked it, air bags deployed, and estimates have ranged between $10-$18k in needed repairs while $21k is still owed. Acquaintance was switching insurance policies and flubbed the coverage dates and there were a few days where the vehicle was uninsured. No GAP insurance. I'm not seeing many options for her besides to continue pmts, fixing just enough to drive or voluntary repo. Thoughts?

In your opinion which is the best target fund to choose in IRA Roth?

Anyone know what happens after you pay off mortgage? Not talking about the finance side/closing the account etc. but in terms of Title or anything with the city/county or anything with the law? Does the owner have to take any actions other than just pay the loan off

Why do 403b have such I fees? I almost want to stop contributing all together or just minimum 6% to meet the match. Possibly just rely on the pension but what if it’s underfunded when I retire?

People living in LCOL areas who bought a house in the last few years... What did you spend on your home, what are the bed/bath #s, and did you buy a fixer upper, turnkey home, or something in between?

Starting to home shop in a LCOL city and I'm super curious to see some numbers from others in similar types of locations. I'm originally from a bigger HCOL city so what feels "reasonable" to me is skewed, but everyone here seems to want to spend as little as possible on homes.

My dad stole my identity a couple
years back and tanked my credit score
- brought it down to like 400. I've
been working towards fixing it so that
my boyfriend and I can buy a house in
the next year or so. This morning, I
checked my score after not looking at
it for a while and I'm in the mid 600s!
Y'all don't know how happy I am
about this lol

Newly minted consultant here looking for financial advice.

So I just moved to consulting after B school, and It's more money than I've made my entire life. After paying for rent and living expenses, I have 6000$ left over every month. My student loan payments are about 1200/month at 7% interest. I still owe another 95K on my loan. I have the option to pay more every month and reduce my overall interest paid.
Currently I put about 3000 towards my loan and 3000 towards my savings. Cont'd...

Have about 5k to invest - should I do FXAIX or FSKAX?