Switching firms. Currently have money sitting in a 401k account from previous employer. Thinking about what I should do with it. Move it over to the new employer 401k? Traditional or Roth IRA?

Can someone explain the LTA policy? What happens if I don't claim any travel bills? Can I claim it as a taxable component monthly?

Can I bring my parents and sibling also in relocation reimbursement and also for the hotel accommodation?

If I decline health insurance at IBM, do I get a cash payment? I have an offer from another firm that gives me $5k... does IBM give anything?

(Wife has free health insurance via her city job)

Best recent healthcare books related to improving our broken system? Atul Gawande’s books are a bit dated now I think.

Just finished An American Sickness again. Thank you!

I really don’t understand this housing market. Did execs from big companies really decide to screw first time home buyers by purchasing all these homes for cash and driving up this ridiculous market? I truly don’t know how I’ll ever afford to buy a decent home. I’ve never been more stressed about something.

What's a fair share of taxes? In my view, ideally 0. But curious to hear what people here think.

Hi, can anyone tell me what benefits a high performer decided in PMP process gets? Also is it so e.g. If an employee is marked as high performer in 2021 FY PMP then does she/he gets its benefit in Salary Revision 2022 and also in IDB 2022?

Hi fishes,
I'm 22 and planning to take a life insurance. I'm comparing all policies and max life seems attractive as it has good claim settlement ratio and less premiums. But there is no office near our area. My worry is that if there is a need to claim in future, it can be done all online by my nominee? Is it recommended to take policy online in any platform(like policybazaar)?
Other options I'm considering are SBI life, HDFC life which offices are available in my locality.
Please guide

Didn’t invest in LTC early on, it went down to 260 today - worth pulling the plug on it?

Anyone use financial planners or wealth managers? Pros / cons / considerations / recommendation for one in NYC?

Hi Everyone! I'm looking to transition from healthcare consulting to pharma / biotech preferably in BD / corporate strategy roles, especially in LA area. Would appreciate if you can share your experience if you have made the amas transition (roles? Work type?). Looking to get a sense of what type of work exists out there.

For context, I've a PhD in Life sciences and 1.5 YOE in healthcare consulting at a boutique consulting firm

How did you get into real estate?

Realized some gains from a trade and I have 5k to move. I’m looking at TGT or WMT as an alternative play to AMZN. I’m looking to start a long position 3-5 year hold/add and reap some dividend reinvestment. Any opinion of which one to go with?

Has any one went from reinsurance back to insurance? The money is great and all but the W/L balance isn’t. Has anyone else felt the same?

ACN people, what to do when compensatory "income" moves me from fully eligible for Roth IRA to not being eligible at all?!

I consolidated grad loans in ‘15, kept federal separate from private (w SoFi @6.75%). Can I refinance w SoFi or w Earnest? Should I combine the federal and lose the protections for better %?

Is it worth moving to western countries if you have a stable life in India and the household income is close to 3 lac per month?
What are the advantages and disadvantages of this move?

Did anyone else get a ridiculous rent increase this year?

Hi Fishes,
I have recently joined Deloitte and have to submit my HRA declaration, my work location is Hyderabad and even i staying in Hyderabad on rent but my owner refuse to give me her PAN card details.
I can submit my parents PAN details ( both are retired but they stay in Jharkhand) instead of my owners
Can you guys plz suggest ?

Who is bipolar and/or has major depression and/or has anxiety and/or is/has anything else? Who has been in a mental hospital? Who has been to rehab? Who sees a therapist? Who sees a psychiatrist? ...

How to put resignation in landis gyr?

Koch vs Deloitte US which one is better? I am getting confused.. Deloitte was my dream company for a long time and Koch is paying me more,it's also a product based company. I am very much confused.. any input will help me here

Hello fine people,
I have a question. I am a GDS employee wishing to relocate to another country as EY country “x” employee. The plan to relocate to country x was already in motion, if not EY then another org. The EY partner from country x is very interested in having me join their team but not sure about my GDS partner because they will be losing billing and may not like it. Is there a way I can approach this with my leaders? Any advice is greatly appreciated.

Not sure if this was asked here, but I has anyone bought a dash masternode? Higher returns than rigs and less affected by market movements. The only issue is it will compromise diversification.....

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

Has anyone seen/experienced the firm taking away an offer that is signed by the hiree, other than getting a red flag from background investigation?

Accenture can you guys go back to Marriott and fix their customer service please I've been on hold for 30 minutes and I still have missing nights

Looking for encouragement/ inspirational books for my teenage (14) nephew 🙏🏾☀️

What's the biggest life lesson joining the military taught you?

Would you rather have 5x amex MR points or 3x chase UR points for each dollar spent on flights? Why? Company let's me book flights on personal cards and trying to decide which to choose.

Anyone commuting from Midtown Toronto to Mississauga for work and willing to carpool??

Which credit card do you think is the best for ME consultants?

Ladies any recommendation for lash extension in Boston?

I started working for a bank and am going through the background check. They found an arrest which was dismissed and the file was sealed a few days after the check. They’re requesting the police report on top of the court order to seal. The police report is BAD. During the arrest (DUI) they wrote the report to make me seem like a complete lunatic. Embellished on several elements of the case. I am worried that giving them this report will cause me to be let go.

Please help! I’m a CRC who manages Investigator- led clinical research projects and I want to transition to a PM role in industry (I would slightly prefer not a PM role in clinical trials since I don’t have clinical trial experience.) I’ve applied to PM roles at many biotech companies (e.g. Charles River, ICON, Paraxel) but only got 1 interview which didn’t work out. Which companies should I look to for an entry level PM role? Any good startups to consider? Anyone have any insight or advice?

Looking to take my team out for drinks and dinner somewhere in downtown/river north. Any recommendations?

Spoke w partners at my firm about expanding branches over the next 5-10 yrs. Part of the focus will be to buy books but also bringing new advisors. Would you make the adivsor sign a noncompete?

My Week in Emoji: ⏰☎️🧹🚽☕️📥🧾💤 Hbu?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

What do you or your firm do to provide first class service?

Anyone know a company that will provide annuities to non-US citizens, non-US residents?
If so, would they have to be expats of their country?

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 💁🏼‍♀️

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

Anyone have experience doing pro bono advisory for charities? Is there a good placement agency for this?

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

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

I heard an advisor talk about what he does with his new clients. He told me he would look up the Dow Jones price on the day they were born , 18th birthday and the price it is today.
Print it up and

Finet pros and cons for $600k producer please

Do you think the people you work with are smart?

What’s a historical event that fascinates you? I want to pick a event to deep dive into and learn more about it. Sourcing topics 😁

Preparing for RIA. Would love your opinions on TD vs Fidelity. Advyzon vs Orion. Emoney vs Right Capital. Go....

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?

So the fiduciary rule got tossed yesterday

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

How many hours in one day puts you over the edge of not being able to be productive anymore?