Posts Tagged ‘Microsoft’
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 5, 2019
Investor Education Microsoft Porfolio Management Resources Women and Wealth
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 Roth Conversion. Thanks to a recent IRS ruling, individuals at specific companies can now save additional Roth dollars each year in their 401(k), […]
Lars Phillips, CFA, CFP®
| January 9, 2019
401(k) Financial Planning Investor Education Microsoft
The Microsoft Deferred Compensation plan has the potential to help eligible employees save an immense amount in taxes each year. In the following video, Lead Advisor, Jordan Edwards, explains the necessary steps to maximize your savings potential. Contact us to learn more about implementing Microsoft’s Deferred Compensation Plan. Additionally, to learn more about all benefits available to […]
Jordan Edwards, CFA, CFP®
| April 18, 2018
Fee-Only Financial Planning Investor Education Microsoft Portfolio Management Resources
Within the Microsoft 401(k) Plan, you have the ability substantially increase your number of investment options by utilizing BrokerageLink. The following video explains a number of the details more in depth. Contact us to learn more about utilizing Microsoft’s BrokerageLink within your Microsoft 401(k) Plan. Additionally, to learn more about all benefits available to Microsoft […]
Lars Phillips, CFA, CFP®
| March 14, 2018
Fee-Only Fiduciary Financial Planning Investor Education Microsoft
At Microsoft, you now have the ability to save above and beyond your normal pre-tax 401(k) contributions, thanks to a recent IRS ruling. Microsoft is one of a handful of companies in the U.S. to make this benefit available to their employees. This is a HUGE benefit. At Avier we have already helped our current Microsoft clients save up […]
Lars Phillips, CFA, CFP®
| February 8, 2018
Fee-Only Fiduciary Financial Planning Investor Education Microsoft
