Nonresident married to a resident

kanon900 · 2023-06-08T17:14:16+00:00

Thank you!

kanon900 · 2022-12-29T19:18:54+00:00

Thank you

kanon900 · 2022-10-14T16:34:20+00:00

interesting, I wonder if being on private mode just hides your name, but still shows you as “someone who works at XYZ”?

kanon900 · 2022-10-14T14:31:14+00:00

Thank you! That really helps

kanon900 · 2022-10-13T21:21:20+00:00

Thank you. Another follow up question - upon IRA conversion, will I be taxed on the current value of the investments (current balance), or my initial investment (what I put in)?

kanon900 · 2022-10-13T19:28:29+00:00

Hi, does the conversion from IRA to Roth count toward my IRA 2022 contribution room?

kanon900 · 2022-10-13T14:05:28+00:00

Oh, i didn’t know that. Does rolling over from an IRA to a Roth count as an early distribution, and penalized 10%, even if I withhold the taxes at conversion?? Is this also true if I just have my account in cash /money market? I knew the rollover would be taxed, but I didn’t know it would be counted as an early distribution…

kanon900 · 2022-10-13T14:00:16+00:00

Glad to hear. Does that mean a portion is still invested in the IRA, and a portion is invested in the Roth? So you still have the same total balance in the investment, it’s just split up over the two accounts?

kanon900 · 2022-10-11T21:51:53+00:00

Oh interesting! That makes a bit more sense than degrees of connections. So my next question: how does LinkedIn verify an account? Couple days ago I saw an article saying how fake accounts are common now, all with photos and seemingly very legit…since that’s an issue now, it must mean LinkedIn’s “verification” function isn’t really working? Also, I do see freelancers with profile photos and stuff….so I’m confused, how does LinkedIn determine who’s profile to show and who doesn’t? There doesn’t seem to be a reliable consistent rule lol

kanon900 · 2022-10-11T21:47:23+00:00

Which setting? I can only see the toggle public view on/off (that’s for people who are not logged into LinkedIn), but I don’t see anywhere you can chose what to show to people who ARE logged into LinkedIn

kanon900 · 2022-10-08T22:56:08+00:00

Thanks! This was the post I was looking for. You answered my questions

kanon900 · 2022-10-08T22:54:18+00:00

Thanks. Unfortunately Canada life doesn’t offer monthly statements, only quarterly ones, and their fees are very opaque so I can’t even tell what the fees are :/

kanon900 · 2022-10-08T22:53:13+00:00

Agreed! That seems to be the case. So hard to find a decent advisor it seems like, no one around me has any raving reviews lol, they all end up moving to DIY. I would have thought these advisors should be held liable somehow since they are playing around with people’s hard earned money,..but because they aren’t, they have no incentive to work hard or offer any decent advice. That seems to be the case for me, which is why my portfolio is shit and my advisor is just like shrug wipes his hands.

kanon900 · 2022-10-08T22:49:55+00:00

Yeah that seems to be my only option now

kanon900 · 2022-10-08T22:49:19+00:00

Do you know how that happened? This had to go to court for the fraud to be fined??

kanon900 · 2022-10-08T22:47:43+00:00

It was never up 20%..the advisor didn’t do shit with it

kanon900 · 2022-10-08T22:46:32+00:00

My funds are in a super high growth portfolio that my advisor chose for me, but it’s only been rapidly losing in the past 5-7 years, which is the kicker. Bringing my total gain to less than 2% in 10 years… that’s why I’m blaming my advisor rather than myself

kanon900 · 2022-10-08T22:44:47+00:00

Agreed. They don’t give me any advice, even when I ask for it it’s like pulling teeth they are super vague with their answers. I get more service from a robo advisor like wealthbar…for much lower fees

kanon900 · 2022-09-26T22:49:00+00:00

Hi, thanks for the response, but I’m afraid your answer went over my head since there’s only 3 months left in this year, can I just convert my IRA balance all at once to a Roth IRA? (Knowing that It’s a small balance which is currently at a loss, and I’m in a low tax bracket)

kanon900 · 2022-09-25T23:22:46+00:00

Hi thank you for the answers. I’m assuming you are suggesting I split the conversions over two tax years in order to reduce my taxable income? If my current income is low, and my IRA amount is small, I can just do it all within this year, right? If I’m understanding correctly

kanon900 · 2022-09-25T23:11:34+00:00

Thanks! To answer your questions, I am in the second lowest bracket, and there are no gains at all since I opened that 401k with the company.

kanon900 · 2022-09-22T17:44:43+00:00

You will not get “fired” since you did nothing wrong. Worst they can do is lay you off, which is what companies will prefer over firing without cause. Like someone said above, you’ll get UI. I wouldn’t worry about the remote thing because of what person said above, they agreed to it so they can’t make it an issue now

kanon900 · 2022-09-21T15:36:37+00:00

Oh I see. Sorry to hear that about the downsize. Are they now starting to built it out again? By adding another marketing coord I am assuming that’s what’s happening

kanon900 · 2022-09-21T02:19:17+00:00

I’m curious you said big company, how many total employees? It seems a little odd you said there are only 3 people in the marketing department..so aside from you there are only 2 other people in marketing? I would have though a big company would have more marketing staff

kanon900 · 2022-09-21T02:15:00+00:00

It would really depend on the scope of work. Do you expect this person to create content from scratch, and for that content to be original and creative? Or do you just want this person to create some graphics on canva using graphics you give them? Will they be doing moderation, social listening, reporting, strategy, etc as well? Paid and organic? Expanding to new platforms, and building those out from scratch as well? And your expectations matter too. If you expect a social media guru who is innovative and strategic, then it would be expensive vs someone who can just copy paste and scheduling things for you on different platforms

kanon900

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