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 Governanc...

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...

2019 Microsoft 401k Mega Backdoor Roth Conversion

by Lars Phillips | Jan 9, 2019

With 401(k) contribution limits increased in 2019, Microsoft employees have the ability to save even more into Roth by utilizing the 401(k) After-Tax Roth Conversion benefit, also known as the Mega Backdoor Rot...

Should You Be Participating in Your Company’s ESPP?

by Lars Phillips | Oct 15, 2018

Many companies within the tech industry offer access to an Employee Stock Purchase Plan (ESPP). These plans are often...

Microsoft 401k BrokerageLink

by Lars Phillips | Mar 14, 2018

Within the Microsoft 401(k) Plan, you have the ability substantially increase your number of investment options by...

Microsoft 401k After-Tax Roth Conversion Benefit

by Lars Phillips | Feb 8, 2018

Within the Microsoft employee benefits offering, you now have the ability to save above and beyond your normal pre-tax 401(k) contributions. Microsoft is one of a handful of companies in the U.S. to...