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A Cash Flow Strategy for Microsoft Executives Using the Microsoft Deferred Compensation Plan

The Microsoft Deferred Compensation Plan (DCP) is available to senior directors, partners, general managers, and other executives – level 67 and higher. If you are eligible for this benefit, you can defer up to 75% of your salary and a full 100% of your cash bonus. This has the potential to save you tens or even […]

Lars Phillips, CFA, CFP® | August 5, 2020

How Do I Incorporate Sustainable Investing Options Within My Amazon 401(k)?

Sustainable Investing, also known as Socially Responsible Investing (SRI), means incorporating Environmental, Social, and Governance (ESG) criteria into the investment selection process. Essentially, it allows you, as an Amazon employee, to invest in a way that aligns with your values without necessarily compromising diversification or returns. Let’s break down ESG a little more and go […]

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

How Do I Incorporate Sustainable Investing Options Within My Microsoft 401(k)?

Sustainable Investing, also known as Socially Responsible Investing (SRI), means incorporating Environmental, Social, and Governance (ESG) criteria into the investment selection process. Essentially, it allows you, as a Microsoft employee, to invest in a way that aligns with your values without necessarily compromising diversification or returns. Let’s break down ESG a little more and go […]

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

Divine Intervention: Unplugged

Fishing is my lifelong passion, and as it happens, also provides a great excuse to venture off the grid and detach from civilization. My annual tradition is to seek out big trout fishing expeditions. This takes me to remote regions such as Alaska, Patagonia, or Russia—home to some of the largest trout in the northern […]

Dave Welty, CFP® | July 22, 2020

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

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