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Posts Tagged ‘Microsoft’

Microsoft 401(k) – Sustainable Investing Through BrokerageLink

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 15, 2019

2019 Microsoft 401k Mega Backdoor Roth Conversion

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. Microsoft 401k Mega Backdoor Roth Conversion The Microsoft employee benefits offering has some great options for employees. Microsoft is one of […]

Lars Phillips, CFA, CFP® | January 9, 2019

Microsoft Deferred Compensation Plan

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

Microsoft 401k BrokerageLink

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

Microsoft 401k After-Tax Roth Conversion Benefit

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 make this benefit available to their employees. This is a tremendous benefit. At Avier we have already helped our current Microsoft clients save up to […]

Lars Phillips, CFA, CFP® | February 8, 2018