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 given the withholding.
- Estimate what your net cash flow is likely to be for the year.
- Create a strategy for what to do with the RSUs you are receiving, which will give you a sense of what percentage of your bonus to defer in order to reduce Federal income tax for the year.
- Advise you on how to use the Mega Back Door Roth Conversion to supplement your overall retirement strategy.
- Help you think through each deferral and when it is going to be paid out to make sure you are not spiking income in a specific year in retirement.