Скачать или смотреть End of Year Tax Strategy: Mega Backdoor Roth

For over 25 years as fiduciary financial advisors, at Avier we focus on providing comprehensive financial planning and investment advisory strategies for tech professionals and their families.

RESOURCES for Microsoft Employees:
What is Microsoft DCP (Deferred Compensation Plan)? https://avieradvisors.com/microsoft/m...
About DCP: https://avieradvisors.com/what-is-the...
DCP Playlist:    • Microsoft Level 67+ Employee MUST-KNOW Fin...  
Salary information: levels.fyi

LET'S CONNECT:
About Lars Phillips:
"I love helping really nice people make great decisions with their money. It’s refreshing to wake up every day and bring clarity to the financial lives of those I work with. Many of these individuals are members of our local tech community, where I help structure savings strategies around RSU/stock grant compensation, reduce tax bills, and leverage corporate benefits to meet short and long-term needs. I also have a quirky passion for Social Security planning.
As a CERTIFIED FINANCIAL PLANNER Professional and a CFA Charterholder working at a fee-only fiduciary, I’m incredibly proud of the work we do. When I joined Avier in 2010 I knew I was where I belonged, and I’m excited to help lead the firm going forward..." Read more:
https://avieradvisors.com/our-team/la...
Book a call: https://calendly.com/avier-lars
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Third Party: Avier Wealth Advisors is not affiliated with Microsoft. There is no guarantee that the information we have provided is accurate. Microsoft employees are encouraged to contact their employer should they have any questions regarding their employee benefits.

Taxes: Avier Wealth Advisors does not prepare taxes. The tax ideas presented are meant to demonstrate general concepts rather than precise calculations. We consult with your tax professional for exact calculations.

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