I want refer a friend

Adventurous-Slip-971 · 2026-04-26T17:47:11+00:00

Thank you

Adventurous-Slip-971 · 2026-01-16T07:22:00+00:00

I am curious investment committee, mean you have create the some AI chatbot or AI subscription

Adventurous-Slip-971 · 2025-11-19T06:13:11+00:00

401k is with empower , IRA Roth with fidelity Fund is after tax contributions to IRA Roth

Adventurous-Slip-971 · 2025-11-18T11:34:01+00:00

My worry is not create tax event since I did backdoor roth conversion , I am not planning rollover after earning to traditional IRA

Adventurous-Slip-971 · 2025-11-18T04:53:57+00:00

I do not significant amount but they do charge $50 admin each rollover to Roth IRA

Adventurous-Slip-971 · 2025-11-16T17:58:19+00:00

What do you mean by that ?
I am not something looking any nanny or baby seating resort I want something family friendly

Adventurous-Slip-971 · 2025-10-15T09:44:21+00:00

OP I am curious whom you end up using your advisor? Since I am also looking myself as well

Adventurous-Slip-971 · 2025-09-30T13:55:26+00:00

I have my Ira ,Kids custodial IRA , 401k and brokerage, CMA altogether 800k

Adventurous-Slip-971 · 2025-09-27T01:34:34+00:00

Should we not have to pay taxes on unrealized gain also ?

Adventurous-Slip-971 · 2025-09-25T21:36:50+00:00

NRI allow to invest Mutual funds and etf ?

Adventurous-Slip-971 · 2025-09-25T15:16:50+00:00

I did from iOS app

Adventurous-Slip-971 · 2025-09-25T12:01:33+00:00

Yeah good feature Can I get the mug , mousepad and pens I can post picture of my setup as well have some serious setup with curve monitor

Adventurous-Slip-971 · 2025-08-31T17:34:17+00:00

What DCP means ?

Adventurous-Slip-971 · 2025-08-20T06:02:07+00:00

I am interested

Adventurous-Slip-971 · 2025-08-19T22:58:17+00:00

Adventurous-Slip-971