2019 Microsoft Mega Backdoor Roth Conversion – What You Need to Know

by | Dec 15, 2022 | Backdoor Roth IRA




**UPDATED FOR 2021: Microsoft Mega Backdoor Roth Conversion**

In this video we walk through the 2019 MICROSOFT MEGA BACKDOOR ROTH CONVERSION benefit, also known as the Microsoft 401(k) After-Tax Roth Conversion Benefit. 👏 To access our website about MICROSOFT EMPLOYEE BENEFITS or learn more about the Microsoft Mega Backdoor Roth option, please visit

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The Microsoft Mega Backdoor Roth Conversion is one of the most amazing benefits available within the Microsoft 401k plan. The Microsoft Mega Backdoor Roth Conversion is officially known as the Microsoft 401(k) After-Tax Roth Conversion Benefit.
0:41 Why most people don’t know about the Microsoft Mega Backdoor Roth Conversion
1:00 General info about the Microsoft employee benefit plan, including insurance, stock grants, Microsoft deferred compensation plan for Microsoft level 67 employee and above, and the Microsoft 401k plan
1:50 Explanation of the Microsoft 401k Roth Conversion Benefit, also called the Microsoft Mega Backdoor Roth Conversion
3:36 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
4:50 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.

See also  Don't Miss Out! You Can Still Make Backdoor Roth Contributions this Year

#Microsoft #Backdoor #Roth

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….(read more)


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