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5 Things You Will Learn in Your Deferred Compensation Strategy Meeting

Microsoft employees level 67 and above are invited to a personal 30 minute meeting with an Avier advisor to explore their optimal Deferred Compensation strategy. Here are the 5 takeaways you will get from this complimentary session. We will: Help you determine what the net spendable value of each stock grant is likely to be […]

Lars Phillips, CFA, CFP® | May 13, 2020

Financial Tasks to Scratch Off While You Work From Home

Working from home during the pandemic is an opportune time to address many of the financial tasks you’ve been putting off. Join our 25 minute webinar and learn the 5 financial tasks you should be scratching off your to-do list while working from home. The webinar will be April 9th at 11 am Pacific Time. […]

Dave Welty, CFP® | April 2, 2020

Have compassion, patience, and gratitude for others in a time of crisis

To listen to the podcast of this blog article, please click here: https://avieradvisors.com/podcast/have-compassion-patience-and-gratitude-for-others-in-a-time-of-crisis/ Typically, the Upper Left Tech podcast features tech executives from the Pacific Northwest, and we talk about their purpose, passions, and personal journeys. As we know, it’s a whole new world we are living in right now. Today I really wanted to […]

Dave Welty, CFP® | April 1, 2020

Microsoft Mega Backdoor Roth Conversion 2020

In this article we are going to talk about the Microsoft Mega Backdoor Roth Conversion which is available to Microsoft employees in 2020, and talk about how to convert funds in your Microsoft 401k to Roth in 2020. As of 2020, Microsoft employees have some very interesting corporate benefits available to them like Restricted Stock […]

Lars Phillips, CFA, CFP® | March 26, 2020

How does the Amazon Mega Backdoor Roth Conversion work?

To view a video explanation of the Amazon Mega Backdoor Roth Conversion, please check out the video below: Amazon employees finally, starting in January 2020, have access to the Amazon Mega Backdoor Roth Conversion, also known as the after tax contribution to your 401(k) plan. Let’s talk about what this means and why this might […]

Lars Phillips, CFA, CFP® | March 6, 2020

2020 Amazon 401k Mega Backdoor Roth Conversion

Amazon employees! As of 2020 you now have the ability to save above and beyond your normal pre-tax 401(k) by utilizing the Mega Backdoor Roth Conversion within your Amazon 401(k) plan. Amazon has now joined several other tech companies in offering this tremendous benefit. Amazon 401k Mega Backdoor Roth Conversion The Mega Backdoor Roth conversion […]

Lars Phillips, CFA, CFP® | March 4, 2020

2020 Microsoft 401k Mega Backdoor Roth Conversion

Updated 401(k) contribution limits for 2020 allow Microsoft employees to save even more into Roth by utilizing the 401(k) After-Tax Roth Conversion benefit, also known as the Mega Backdoor Roth Conversion. Microsoft 401k Mega Backdoor Roth Conversion The Microsoft employee benefits offering has some great options for employees. Microsoft is one of a handful of companies in the […]

Lars Phillips, CFA, CFP® | March 4, 2020

Welcome to Upper Left Tech

We’re looking to explore the perspective of tech executives in the Pacific Northwest and beyond on meaning, purpose and career fulfillment. Our podcast, hosted by the Avier Wealth team, will be a laid back and down to earth discussion that will inspire listeners to reach higher meaning in their work and personal lives. Visit our […]

Lars Phillips, CFA, CFP® | January 1, 2020

Intel Mega Backdoor Roth Conversion

The Intel Mega Backdoor Roth Conversion is one of the most amazing benefits that will be available within the Intel 401k plan starting in January 2020. The Intel Mega Backdoor Roth Conversion is officially known as the Intel 401(k) After-Tax Roth Conversion Benefit. Intel Mega Backdoor Roth Conversion The Intel Backdoor Roth Conversion is officially […]

Alex Castaneda | November 15, 2019

Giving Back to Your Community

As companies prosper in their communities, there exists an obligation to give back to the community which has made them successful. At Avier Wealth Advisors, we take that theory to heart. For years our firm has contributed to various local charities, and everyone in the office has a charity for whom they volunteer their time […]

Steve Zeller | October 15, 2019

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