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

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.

Website:
Email: lars@avieradvisors.com
Direct: 425-531-7329
Address: 10655 NE 4th St. Suite 508, Bellevue, WA 98004
#Microsoft #Backdoor #roth

Third Party:
Avier Wealth Advisors is not affiliated with the Microsoft Corporation. While we work closely to communicate with Microsoft’s HR division regarding employee benefits, 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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In this video we walk through the 2020 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

If you’d like to have a conversation, schedule a 15 minute phone call with us using the following link:

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.

0:20 Microsoft benefit options
0:45 Your contribution
1:07 What Microsoft will match
1:20 Federal limit of TOTAL dollars that can go into a 401k
1:49 Example of after-tax contribution converted to Roth
2:30 Benefits of using the Mega Backdoor Roth Conversion strategy

If you’d like to have a conversation, schedule a 15 minute phone call with us using the following link:

#MicrosoftBackdoorRoth
#MegaBackdoor#Roth#401k
#Backdoor#RothIra

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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