Left the previous firm, should I rollover to current firm’s 401k or rollover to my Roth IRA? (Currently has contributed $2k so far) would the amount (8k) rollover to my IRA exceed the $5500?
Should I open an IRA Roth account? Need suggestion on better allocation. Im mid 20s, making 80K pre-tax. My allocation is as followed: 1) 401k account has only $21K. 5% in Roth and 3% in pre-tax, no IRA account yet. My company matches 100% up til 3%, and 50% til 5%. 2) 85K in stocks, including both base and profits 3) 50K in real estate 4) 25K emergency funds. No debt. Should I open an IRA roth account and max it out? Not sure what my goal is. Im 40% high risk high reward, 60% stability.
I want to FIRE. IRA and 401k are beyond my definition of the ‘RE’ idea since they can only be withdrawn without penalty at 55. Is the only other way to save for retiring at 40-55 an individual brokerage account and just accept the tax upon withdrawal?
Step by step guide to giving notice? Getting closer and closer to the date I’m going to give notice, but can people with experience put in some tips or advice, like 401k rollover etc.
Robinhood or vanguard for a personal investment account? 23, have ~15k in savings, ~20k in 401k, ~5k in Roth IRA, and currently ~12k in robinhood. Want to put more in investments but have heard vanguard is better for someone like me?
Former EY employee here. Joined EY in 2014 and left in 2018 as a senior 3. I believe I was vested in the pension. Just wondering if there’s a way to find out and does EY still offer pension buyout?
I’ve worked at the same big 3 boutique since I was a clerk. I’m a NEP now. I work in a mid to small market town. One of the partners in one of our larger offices wants me to move to their market. I have a great relationship with this partner and they are telling me they are planning to retire in 5 years. They have a sizable book of business. I have two small kids, my wife is an attorney who practices in state court. I’ll never be more than a well-regarded service partner if I stay. Would you go?
Beginning to invest. Which is better? Merrill edge or fidelity ? Have a BofA bank account and an employer Fidelity account for RSUs. Also have a TRoweprice 401k account from past employer.
Feeling dumb after calling Fidelity... I just found out that although my employer say they match my desired 401k contribution up to 6%, they actually contribute 50 cents of the dollar amount that I am contribute.
Switched jobs in the middle of the year. Will my 401k contributions automatically cap off or do I need to manually stop payments around the time I hit the fed max limit?
If you’d have to explain the 1x1 of investment to someone that doesn’t know a thing, what would you say? Where tf do I start? What apps do I use? How much money do I need? Checking in from Germany, so 401k etc. are not an option here.
Want to move Fid 401k to vanguard, which fund to choose? Target retirement 2055 or something else with medium risk and good return. Please suggest, thanks in advance.
Is it a bad look as a senior associate (on the path to manager within a year) to be driving an expensive car like a C7 or C8 corvette that is $70k+? I don’t think it is and here’s my rationale. I’m making over 6 figures, maxing out my 401k and IRA accounts with extra $ going to a brokerage account, I have a 3BR 1300 sq foot home with finished basement and garage for $170k. My two loans are only $240k combined. Heck most people spend more on a house alone. Work remote so vette isn’t daily driver.
When does Deloitte contribute their 401k match?
If I start a new job this month and contributed 17k to my Big4 401k this year, do I just tell the new 401k how much % to take from each pay check to hit 2500 from now till Jan? How will they be able to know if I accidentally go over?
I want to start some new 🐠 bowls: 1. Imma ask about Roth vs Traditional 401k AGAIN 2. Who dat not wearing a face mask 3. Should contact an attorney but don’t wanna 4. Boomers that don’t use google What are your ideas for a new bowl? 😉
If anyone is interested senior associate and manager roles within Asset & Wealth Management Tax or Real Estate Tax at PwC, dm me! Our team is rapidly growing, offering competitive salaries, WFH for the long term, great performance year bonuses, real time recognition $ and amazing benefits (generous maternity leave, Flex schedule, 401k retirement matching, health insurance, student loan pay down, numerous well-being programs and support, etc)
Any ideas for a second career for a high school counselor? I plan to retire at 60 this year, but will need a job to supplement my retirement income until I get social security.
Any reason to not invest in a Roth IRA as opposed to a 401k? I’m 30 and seems like my tax would likely be higher later on, so roth ira a better route?
MS in SCM Vs MBA Vs APICS CSCP?
Billing question: what are words I can use to bill for thinking about something? I use “consider” sometimes but would like to mix it up.
Bonus number? Anyone?
Hidden in the SPG merger details: Say goodbye to crossover rewards with Delta / Uber and lifetime status.
I’ve been through 5 exit op interviews and always end up failing the case interview. No matter how much I prep or practice, I always end up pigeonholing myself while doing a deep dive and get (1/2)
Just joined this bowl and scrolled down. My takeaway is that Sapientrazorfish was def that weird kid who read manga in high school (wasn’t even an Asian kid)
Considering an internal move from recruiting to HRBP. Has anyone done this? If so, why and how has your experience been so far?
Unexpectedly leaving consulting for industry. Background isn’t in apparel but got an offer to join a large international apparel company as a product director and decided to make the jump. Current TC is $183k with annual bonus between 10-20%. New TC will be $200k, $50k signing, annual bonus of 15-40%, and progression path to VP. Will also be managing teams around the world, so opportunity to travel internationally, which is a perk in my book.
What’s the dress code for zoom interviews? So far, I’ve definitely been dressed more formally than my interviewers but could be because they were tech companies
Is it worth making the move from EY Tax SM3 to KPMG managing director? Is this a lateral move? What salary should I expect (MCOL)?
New to the Bowl, greetings to all. I have a question for the sales leaders in the group about the design of sales comp plans. We are in professional services and our customers are about 50:50 retained and project-based. As such, we have an appetite for steady new business acquisition in addition to a need to provide excellent account management. Our gigs are usually in the 150K-750K range. Our BD process is very consultative, 99% of our leads are inbound. <more...>
Is it tough to switch projects for KPMG federal? Contract is up soon and don't want to sit on the bench for a while.
Finally get upgraded to 1st class and it's on a PTO trip to Nola. Sorry in advance to the girl who sat down next to me looking sick and miserable drinking hot tea. I'm getting after it
Question for ppl who have visited a Hilton executive lounge while having Diamond status: do you actually have to be staying at that same hotel?
Below is the offer received from Microsoft for L64, is there room to go higher?? Is there any other component that can be asked? Base - $173K Sign on bonus ~ $50K / 2yr On Hire Stock ~ $150K/ 4yr Annual Bonus ~ up-to 20% YOE ~ 10 Remote role in New Jersey @Microsoft
Working with a number of companies from tech startups to publicly traded companies. Currently have 131 positions posted from 8 different companies. If interested in additional opportunities please include in application that you are interested in additional roles, we are bringing on more companies with remote roles across the country. Roles: VP of Product Software Engineering Data Scientist Product Managers Many more Can be found at
Profits went up by 45% or something like that, sales went up since FY15, but we only funded 92% of our bonus instead of 97% like last year. Can anybody provide insight into how bonuses will now work?
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