So are there any members of this thread that manage retirement plans?

Is this the official Amex Fishbowl?

Is Estate taxes usually significantly tested on REG? Just wondering since it’s going to get eliminated for exams post July 2021

Need an opinion on the Vanguard VIGAX/VIGIX. I’m index riding with that fund but am wondering if I should shift my risk and go with VT or another Vanguard fund. Thoughts?

What's a good balance between types of investments for an average risk person (e.g. % real estate, % stocks/market, %government bonds, etc)?

I read these posts and what numbers you have with FIRE. I don’t have nearly that much saved; I am paying for two kids in school (college). What is the minimal amount?

For those using voyager, does it take a really long time for deposits to settle? It's been like 1.5 weeks, my cash has been taken out of my bank account a while ago, but voyager still has all my deposits as pending.

I can still trade with the pending deposit, but I'm just wondering since I'll eventually withdraw some.

New start coming out of undergrad - other than maxing out 401k contribution to 18.5k in the year, what other low hanging fruit should I get? (I.e. I’ve heard of a Roth ira but not sure what it is)

I will be a US citizen in a few months. Does this mean I will need to give up my Aadhar card along with Indian citizenship? What happens if you have property in your name? Needs to be transferred?

Currently have chase sapphire but thinking of switching to Reserve. Should I?
Wife will also be authorized user, we do travel and will use this card for all our purchases

Hello, I’m looking for help filing my tax information for a new job. I’ve been in nyc for close to two decades, and am moving from the city for a new job. I’m wondering what to claim.

Is it worth it maxing out my 401k (no employer match, just profit percentage after a certain period) and Roth if I want to retire by the time I'm 40? What other tips would you be giving someone who wants to retire that early? I'm in my mid 20s and just started investing and spend less than 50% of my big law salary.

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

I’m about to be representing more borrowers in loan docs. It seems much different than representing the lender where “it is what it is” and bank weighs in if we are going off form. What are the top things to look out for?

Booyahh, landed hedge fund number 2 for IPOs.

We can help you in tax planning and getting tax refund upto 2.5 lacs.Let us know if seeking help/clearification.

Can any one tell me, how to invest in quant mutual fund through it's website?

I have the opportunity to buy a new build in ATX for 310k at 5.625% 30 year. Should I buy it? I can either:
1) rent it out
2) sell it

It's not my primary and I don't need it to live in. The news about a housing market crash is worrying me. Any advice?

🔮Monday ETH to cross 1k 🔮

Which is your stock pick this week?
Serious answers only!

This will be the first year we are one-to-one with Chromebooks. This will also be the first year that students will not be given a planner. have you used any type of electronic planner for students?

Which used car is fun to drive, relatively fast, and also has a good looking exterior but under $20k?

Why does the recruiting process after passing all interviews stall? We are at a standstill in salary negotiations and I am losing momentum joining? Common problem?

Hello community,
Why the hell consultants are asking for pan card no. On just first call 🧐. Is it a scam. I had seen a mail asking for pan card no. , I mean it is totally related to my account. We have different ways to proof our identity.
Anyone hr community please bust that thing here.

If I receive an offer in Austin but end up moving to NYC in the future, does google adjust the compensation? From my understanding I will receive a lower offer based on my location but curious if they apply the same logic to moves after joining?

Hi everyone, best project to be a product owner in Nagarro? Please reach out 1-o-1 if required. I have recently joined as a PO , APC with a hope of doing good legit work.

Any help is extremely appreciated 🙏🏻

Is 16.5 LPA for a data scientist with 6.5 years of experience less? Current band 7A.

Which agencies are going through layoffs

Is it wise to switch from testing background to Salesforce after 10 years of IT experience? If so should I start as an admin?

Hello fishes, what to expect from the first day of the job, i am starting my first job from next Monday and needed advice.

Pwc ke fyde in this comment thread!!

At what age/ level of experience should one expect to do an mba?

Good afternoon everyone,

I am switching careers from Clinical Social Work into Project Management. I possess many transferable skills and a PM certification. I'd love a referral to PM roles at Google, Meta, Amazon or other Big Tech Companies. I'd also love to connect with other PMs in the tech space on LinkedIn if interested!

Hello. I'm looking for a referral to get into Cleveland Clinic. I have 12 years of dental assisting experience. Please and thank you!

Curious how compensation works for counsel at top-tier law firms. How much do counsel make? Is it relatively set/lockstep salary, or does it vary significantly based on hours? Do counsel have hours requirements?

How are Corporate Development and Corporate Finance roles different in Industry? Is one sub set of another?

Looking for Devops eng role.
Exp- 1.5 year.
Tech stack- AWS DevOps.
Any lead would be helpful

Technically, I'm not a college student anymore because I just graduated in December. I am having trouble finding jobs within my field (Communications with little experience in marketing). I've gotten plenty of interviews, but none of them have made it past the first formal interview (phone screening then interview). Any advice?

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

Which firms do good actuarial work for cash balance plans?

Where do you need the most support in your RP practice?

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

Does anyone have thoughts on RPAG? Is it worth the cost? Is there something better?

Please ask more to join. Would like to get some more feedback from other Retirement Plan Consultants. For example:

What recordkeepers do you find to be easiest to work with and hardest to work with?

Are u allowed to be an insurance agent while at PwC

With interest rates rising, I Bonds are back in the discussion. Thoughts?

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

Hi all- new to fishbowl. Not really sure how to use and explore the app yet but I saw this bowl and figured I would introduce myself. I am a wholesaler for 401K and I am able to partner with advisors who currently uncover 401K opportunities or are looking to learn how to. Reply if you are an advisor in the NYC area and interested in learning about how to expand your business.

No pitch, just some research for a client of mine.

Aside from referrals, what is your biggest source of leads?

Facebook?
Google?
Physical Mailers?
Radio ads?
Your own radio program?
Something else?

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

With social security potentially running out, why couldn’t it be an option for the govt to put $5k for every baby that is born in a year into an account Invested in a govt share class S&P 500 fund. Historical average is 10%+, which would provide roughly $2.7 million for a baby born today. Eventually, this would eliminate the need for soc sec tax, and would only cost $18 Billion a year instead of several trillion a year being deposited into the trust.

What is the future value proposition of the 401k Advisor in your opinion?

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.

Are y’all finding that HR is preoccupied with Coronavirus and not the (k) plan?

So... how can I become more involved with MEPs?

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

What are your best and worst sources for leads/marketing?

What do you like/dislike about them?