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2018 Microsoft 401(k) After-Tax Roth Conversion Benefit 

Avier Wealth Advisors
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In this video Microsoft employees will learn the MICROSOFT MEGA ROTH CONVERSION benefit, also called the Microsoft 401(k) After-Tax Roth Conversion Benefit, that all Microsoft employees must know. 👏 To access our website about MICROSOFT EMPLOYEE BENEFITS or learn more about the Microsoft After-Tax Roth Conversion Benefit, please visit avieradvisors.com/microsoft/
Website: avieradvisors.com/
Email: lars@avieradvisors.com
Direct: 425-531-7329
Address: 10655 NE 4th St. Suite 508, Bellevue, WA 98004
0:30 Why the MICROSOFT MEGA BACKDOOR ROTH CONVERSION benefit is underutilized by many Microsoft employees
1:00 General info about the Microsoft employee benefit plan, including insurance, stock awards, Microsoft deferred compensation plan for Microsoft level 67 employee and above, and the Microsoft 401k plan
1:48 Explanation of the Microsoft 401k Roth Conversion Benefit, also called the Microsoft Mega Backdoor Roth Conversion
3:08 Why the Microsoft Mega Backdoor Roth Conversion is important to a Microsoft employee’s overall financial plan and how Microsoft employees can reduce taxes using this benefit
4:23 How to find out more about Microsoft employee company benefits, the Microsoft Mega Backdoor Roth Conversion, or the Microsoft deferred compensation plan
You may be using Microsoft BrokerageLink to access more funds within the Microsoft 401k plan. Or, if you are a Microsoft Level 67 employee or above you may be able to take advantage of the deferred compensation benefit. For more information about the Microsoft Mega Backdoor Roth or any of the subjects discussed here, please visit our website below or get in touch with us.
This video is for illustrative purposes only. Individual situations may vary. Please consult your tax advisor to determine if the scenarios discussed in this video are right for you. Investment Advisory services offered through Avier Wealth Advisors.
Avier is not affiliated with Microsoft.
#Microsoft #Backdoor #Roth

Опубликовано:

 

2 апр 2018

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