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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

The Pacific Northwest 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 […]

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

Charitable Giving Spotlight: Donor Advised Funds

I believe that nearly everyone has certain causes they feel passionate about. Given the opportunity and resources, I would argue that many of us would love to help create a meaningful impact on issues, such as disaster relief, environmental restoration, or medical improvement. Fortunately, this may be possible with the not often discussed charitable giving […]

Kaleb Strawn | April 15, 2019

Microsoft 401(k) – Sustainable Investing Through BrokerageLink

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 to invest in a way that aligns with your values without necessarily compromising diversification or returns. While there are currently no Sustainable Fund options within your standard Microsoft 401(k), […]

Paige Lee | March 15, 2019

Financial Planning – Millennial Edition

Managing finances in your 20s can be extremely difficult. You have so many goals you want to begin saving for like a car purchase, future home, and hopefully retirement, on top of all the new-found expenses of living on your own. At the same time, you are most likely making the least money you ever […]

Nick Wright | February 15, 2019

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