Planning Considerations for Microsoft Employees Considering Enrollment in the Deferred Comp Plan

by Dave Welty | Nov 13, 2020

Level 67+ Microsoft employees have three big questions to answers by November 30th: ...

How do I Receive My Deferred Compensation Payout?

by Lars Phillips | Aug 28, 2020

The Microsoft Deferred Compensation (DCP) payout structure is different than what most people are used to when it comes to retirement savings....

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

by Lars Phillips | Aug 5, 2020

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...

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

by Lars Phillips | Aug 4, 2020

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 ...

How Does 2020’s Microsoft 401k Mega Backdoor Roth Conversion Work?

by Lars Phillips | Mar 26, 2020

In this article we are going to talk about the Microsoft Mega Backdoor Roth Conversion which is available to Micro...

2020 Microsoft 401k Mega Backdoor Roth Conversion

by Lars Phillips | Mar 4, 2020

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 ...