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Microsoft Mega Backdoor Roth Conversion

Updated for 2021. The Mega Backdoor Roth 401(k) is one of the best employee benefits available to Microsoft employees. We want to help you understand how this benefit can help you invest more towards retirement and reduce some of your future tax liabilities. This video explains how the Microsoft Mega Backdoor Roth Conversion works and […]

Nick Wright | March 3, 2021

Potential Impacts of a Biden Presidency on Future Estate Taxes for High-Net Worth Executives

In early November, we saw record-breaking voter turnout and experienced a stressful week awaiting election results. Now that Joe Biden is our President-Elect, the focus for many high-net worth executives has shifted to what changes the new leadership may bring with regard to their taxes and finances.   We feel it is important to note […]

Christina Sylvester | November 25, 2020

Discovering New Hobbies During this Unique Time

If you’re like a lot of people, you’ve been working from home and in quarantine since March. And if you’re like me, after a couple of weeks you may have thought “how can I possibly keep doing this?” Well, as quarantine turned from weeks to months, I have to say I am getting much better […]

Alex Castaneda | October 14, 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: 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

How does the Amazon Mega Backdoor Roth Conversion work?

Updated for 2021. The numbers behind the Mega Backdoor Roth Conversion You probably know that within your Amazon 401(k) you can contribute up to $19,500 per year if you’re under 50, and an extra $6,500 per year if you’re over 50. We’re just going to concentrate on folks who are under 50 for this example. […]

Lars Phillips, CFA, CFP® | March 6, 2020

2020 Amazon 401k Mega Backdoor Roth Conversion

Check out the new Amazon Mega Backdoor Roth blog post and video containing important updates for 2021. 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 […]

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

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

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