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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

Executive Compensation Explained

As Seattle has evolved into one of the largest tech hubs in the country, the clients we serve increasingly have very complex financial situations. This is partly because tech employees tend to be more highly compensated than people in other industries, but it is also due to the fact that tech companies tend to offer […]

JP Osseward, CFA, CFP®, FRM, CAIA | September 15, 2019

Inside Avier: Client Service Associate – Kaleb Strawn

My name is Nahi Kau and I had the pleasure of interning at Avier Wealth Advisors this summer. After the first few days of work it became quite apparent that the firm functions as a strong team, with each member adding value to the service we provide. I was interested in learning more about the […]

Nick Wright | August 15, 2019

Stock Grants: Reframing Why You Should Sell Your Company Stock

Many employers in the Northwest provide compensation to their employees in the form of company stock. This compensation has a number of different names: stock awards, equity, equity compensation, stock grants, restricted stock units, etc. Employees find that they are awarded more of these types of compensation as they progress up through the ranks of […]

JP Osseward, CFA, CFP®, FRM, CAIA | June 15, 2019

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