Microsoft Deferred Compensation Guide

Designed for Microsoft Level 67+ Professionals

At your level, compensation planning gets complex—and the stakes are high. This free guide from Avier Wealth Advisors outlines how to strategically leverage Microsoft’s Deferred Compensation Plan (DCP) to reduce taxes, increase flexibility, and build long-term financial confidence.

Whether you’re just beginning to explore DCP or want to refine your existing strategy, this whitepaper offers actionable insight grounded in years of advising Microsoft’s top professionals.

Why Avier?

We’ve helped dozens of Microsoft Level 67+ professionals take full advantage of their benefits and align their financial strategies with their career goals. Our deep familiarity with Microsoft’s compensation structure helps us guide you through tax optimization, investment planning, and long-term retirement strategies.

As a Microsoft L67+ employee, I knew the Deferred Compensation Plan was a powerful tool—but navigating it alone felt daunting. Avier stepped in with an unmatched level of expertise and personalized guidance that immediately put me at ease.

C.R., Microsoft Level 67+ Professional

What You’ll Learn:

  • How to reduce your current tax burden through strategic deferrals
  • Why RSUs should be treated as cash in your planning
  • How to balance DCP with your 401(k), Mega Backdoor Roth, ESPP, HSA, and other Microsoft benefits
  • Common pitfalls that could cost you thousands
  • How to build your team of advisors for long-term success