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How Do Deferred Compensation Plans Work?

A Deferred Compensation Plan (DCP) is an exclusive benefit that certain employers provide for their highly compensated employees. The plan is similar to your 401(k) as it allows you to contribute and invest dollars on a pre-tax basis, reducing taxable income in the year you contribute. You elect how much of your compensation you want to defer now and decide when you want to receive your income in the future – How much you can defer and the payout structure is...
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How Much Should I Contribute to My Health Savings Account (HSA)?

Updated for 2022  Health Savings Accounts (HSA) are traditionally thought of as a tool to save money for out-of-pocket medical expenses. Many people do not fully understand how an HSA can reduce future tax bills and many more do not think of it as an investment tool. Video highlights: How much can you contribute to your HSA? What is considered a qualified medical expense? Can you invest your HSA dollars? How is an HSA different from an FSA?   What are the tax...
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Amazon Stock Split: How Does This Impact Amazon Shareholders and Employees?

Some big changes are coming up for Amazon shareholders and employees. Amazon recently announced a stock split, share buyback program, and a compensation increase. The changes are expected to take place in early June 2022. Here are some of the details regarding these big changes: A 20-to-1 stock split A $10 billion dollar share buyback program An increase in maximum base salary compensation from $160,000 to $350,000 So, what do these changes mean for Amazon...
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How Does Compensation Work at Amazon?

This article has been updated for 2022. In February 2022, Amazon increased their maximum base salary from $160,000 to $350,000. We created this video to help you understand how you get paid at Amazon. If you just started at Amazon, are considering employment, or have been working at the company for a few years and want a better sense for how your salary and RSUs work – this video is for you. How are Amazon Employees Paid? There are three different ways...
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The Nike Mega Backdoor Roth: How Does it Work?

This article about the Nike Mega Backdoor Roth has been updated for 2022 and includes current 2022 tax information. Nike Mega Backdoor Roth Basics The Mega Backdoor Roth 401(k) is one of the best employee benefits available to Nike employees. In this video we help you understand what the Mega Backdoor Roth is and how it can help you invest more towards retirement and reduce some of your future tax liabilities. How Much Can You Contribute to the Nike Mega Backdoor...
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What is the Microsoft Deferred Compensation Plan?

The information about the Microsoft Deferred Compensation Plan has been updated for 2022. The Microsoft Deferred Compensation Plan (DCP) is available to employees who are Level 67 and higher. Deferred Compensation is an opportunity to save and invest dollars on a pre-tax basis, similar to your 401(k). Contributions to your DCP reduce taxable income in the year of the deferral and can be invested into a selection of investment options. Eligible Microsoft employees...
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Intel Employee Benefits You Should Prioritize 

Updated for 2022. Intel employees are eligible for a variety of comprehensive employee benefits Here’s a list of what we think you should prioritize! Participate in Intel’s 401(k) The first thing you want to make sure to do is to contribute as much as you can to your Intel 401(k).In 2022 you can contribute the following amounts: If you’re under 50, you can now contribute up $20,500 into the 401(k). If you’re 50 or older, you can throw in another $6,500 for a total...
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Intel Employees Save More for Retirement Using Intel’s Mega Backdoor Roth Conversion

Updated for 2022! Intel employees can invest more towards retirement using the Intel Mega Backdoor Roth Conversion, also known as the after-tax Roth conversion within your 401(k) plan. In this video, we explain what this benefit is and how it can help you invest more towards your retirement while reducing some of your future tax liabilities. The Numbers Behind the Intel Mega Backdoor Roth Conversion You probably know that within your Intel 401(k) you can...
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The Tax Benefits of Purchasing an Electric Vehicle

With global warming on the rise countries around the world are attempting to go carbon neutral to help mitigate the consequences to come. In order to help, the US Federal government is offering a Tax Credit with the purchase of qualified electric vehicles. How much is the electric vehicle tax credit? One can receive a nonrefundable tax credit up to $7,500 on qualified electric vehicles. A nonrefundable tax credit is only able to reduce your annual federal tax...
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NCAA Tournament Brackets and Investing

What if I told you I had the secret to creating the perfect bracket? It’s March which means one thing – March Madness – a time of year to expect the unexpected. We saw a few crazy upsets in 2021; what will see this year? 64 teams enter the tournament and by the end of the first weekend only 16 are left standing. Every year, like ~40 million others, I’ll not only complete a traditional bracket (with the hopes of winning $5 from each of my coworkers), but I’ll also...
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Why we do what we do. Meet the women of Avier.

Today is International Women’s Day – a day to celebrate the social, economic, cultural, and political achievements of women. We want to introduce you to the women on our team. Read below to hear how their professional and personal experiences have contributed to their success – and ours! What is the most fulfilling part of your role? Rachel: Experiencing success with our clients and seeing their confidence and comfort with financial decisions grow....
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Planning for a Liquidity Event. It is Life Changing

A liquidity event, such as an IPO or acquisition, is a huge accomplishment for any business.  It is extremely satisfying to see your hard work pay off. Yet, as exciting as this time may be – it also brings a lot of questions regarding what’s next. Now more than ever you need a thoughtful financial plan that encompasses your long-term financial and personal goals.  Here are a few questions you may want to consider: How will this impact my family and my lifestyle?...
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