This video is for #microsoft employees at Level67 and above who are looking to make informed decisions about their deferred compensation. In the video we share how Microsoft DCP helped an executive at Microsoft reduce her tax bill by ~$60,000.

00:00 Introduction
00:12 4 Key #MicrosoftDCP Considerations
01:24 MSFT DCP Client Story
01:55 Use MSFT DCP to Reduce Your Tax Bill
02:35 Use MSFT RSUs to Supplement Cashflow
03:34 Investment Considerations for MSFT DCP
04:15 DCP Payout Strategies
05:05 Conclusion

The steps we walk through include:

Tax Deferral Tactics: Learn how to defer portions of your salary and bonuses, effectively reducing your immediate tax obligations.

Cashflow Optimization: Discover strategies for leveraging your #MicrosoftRSUs to enhance your personal cashflow, tailored to fit your unique financial lifestyle.

Strategic Investments: Tap into the investment opportunities available within the Deferred Compensation Plan (DCP) to meet your longterm financial aspirations.

Smart Payout Options: Investigate various payout methods from the DCP to optimize your benefits while minimizing future tax impacts.

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More videos on Microsoft DCP:
   • Your MICROSOFT DCP Payout: Decisions ...  
   • Use MICROSOFT RSUs for Monthly Cashfl...  

RESOURCES FOR MICROSOFT EMPLOYEES

SCHEDULE a 30minute DCP Consultation with a Lead Advisor:
https://www.avieradvisors.com/workwi...
BLOG: https://avieradvisors.com/whatisthe...
Learn more about your MSFT Employee Benefits: https://www.avieradvisors.com/microsoft
CONNECT with Saloni Gupta, CFP®:   / saloniguptainfinance  

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Avier Wealth Advisors
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10655 NE 4th Street, Suite 500
Bellevue, WA 98004

[email protected]
Website: https://avieradvisors.com/

We focus on providing comprehensive financial planning and investment advisory strategies for tech professionals and their families.

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.

#Level67 #deferredcompensation #DCP #employeebenefits #cashflowplanning #workingatmicrosoft #microsoftemployees #taxplanning #reductaxes