RefundRunway logo

Sanjay Bhatia

Sanjay Bhatia is a financial planner with extensive experience in retirement planning and wealth management. He provides actionable advice and insights on various investment vehicles, helping readers navigate their financial journeys.
Illustration of hedge fund structure and hierarchy
Illustration of hedge fund structure and hierarchy
Explore hedge funds: Understand their structure, strategies, and risks. Gain insights into performance metrics ๐Ÿงฉ and regulatory factors for informed investing. ๐Ÿ’ผ
A structured financial plan on a clipboard
A structured financial plan on a clipboard
Discover practical strategies for saving a 20% down payment ๐Ÿ’ฐ. Learn budgeting, effective savings, and investment tips tailored to your financial needs!
An analytical workspace with finance reports and a laptop
An analytical workspace with finance reports and a laptop
Explore top paying entry-level finance jobs ๐Ÿ’ผ๐Ÿ’ฐ! Learn about roles, responsibilities, and salary expectations, helping you advance in your finance career.
Illustration depicting the intricate balance of financial responsibilities and tax obligations.
Illustration depicting the intricate balance of financial responsibilities and tax obligations.
Explore the complexities of not paying income tax ๐Ÿ’ผ. Understand legal, ethical, and financial ramifications, while learning about compliance and tax responsibilities. ๐Ÿ“Š
A detailed illustration of stock market symbols and Roth IRA benefits
A detailed illustration of stock market symbols and Roth IRA benefits
Discover how to transfer your stocks to a Roth IRA! ๐Ÿ“ˆ Learn about eligibility, tax implications, and strategic steps to maximize your investment potential.
What Happens to Your Employer 401(k) When You Quit Introduction
What Happens to Your Employer 401(k) When You Quit Introduction
Wondering what happens to your 401(k) when you leave your job? ๐Ÿ’ผ This guide covers options like rollovers, withdrawals, and the tax implications involved. ๐Ÿ“Š Make informed decisions for your retirement savings!
Illustration of compliance officer reviewing regulations
Illustration of compliance officer reviewing regulations
Explore the essential duties of compliance officers in various sectors. Understand their impact on governance, risk management, and regulatory adherence. ๐Ÿ“Š๐Ÿ“œ