Timothy Sumer

Your 401(k), or similar employer sponsored retirement savings plan, as among the hardest-working vehicles for amassing retirement savings. However, when left behind following a job change, it may no longer be working as hard as you need it to. That's because certain key benefits may no longer apply once you sever ties with your employer. Chief among them is that you are no longer eligible to make additional contributions or receive employer matching contributions. And what's out of sight is also often out of mind. Sitting with your former employer, those important assets may not be getting the attention they deserve as an integral part of your overall retirement wealth. Fortunately, there is a strategy to get your retirement plans back on track and working toward your goals. With an IRA rollover, you realize immediate benefits. 1) You gain a more complete view of your financial picture by consolidating 401k or other qualified retirement plans. Limitations, ...

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