Timothy Sumer

As a financial planning firm that specializes in working with Microsoft professionals, one of the most overlooked opportunities within Microsoft’s benefits program is the robust 401(k) program. In this video I’ll go over the various strategies available for Microsoft professionals to maximize their 401(k) benefits; this alone will provide a great start on that track towards obtaining work optionality!... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Supercharge Your Microsoft 401k: These Overlooked Strategies Can Fast-Track Work Optionality Microsoft offers its employees a lucrative 401k plan, allowing them to save and invest for retirement. While many employees contribute regularly to their 401k, there are several strategies that are often overlooked but can significantly enhance the benefits and provide work optionality in t...

In 2023, you can contribute up to $66,000 if you’re under 50 and $73,500 if you’re 50 or older to your Meta 401(k). 👉 You can fully leverage these limits by taking advantage of the Microsoft Mega Backdoor Roth. This is a powerful benefit within your 401(k). It allows you to contribute after-tax dollars and convert those dollars to Roth. ****** SUBSCRIBE to our channel to view more videos created for Microsoft employees FIND Aaren Strand, CFP® on LinkedIn: RESOURCES for Microsoft professionals at ****** Avier Wealth Advisors 425-467-1011 10655 NE 4th Street, Suite 500 Bellevue, WA 98004 info@avieradvisors.com Website: 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 th...

Back with a new video! During the last 1 week, Nasdaq hit a 2023 high, Google went on a parabolic run, Twitter appointed a new CEO, inflation showed further signs of cooling. The only thing that didn't change much - S&P500 continued to trade in a tight range. So where is the market headed from here? Are all the technology stocks going to rally till the end of the year? Let’s discuss them in this video. Stocks covered in the video (technical analysis) – SPY, Apple, Tesla, Google + Option trades 0:00 - Intro 0:30 – Market Recap 2:04 – Market Outlook 3:37 – SPY Technical Analysis (i.e. S&P500 - Broader Market) 6:21 – Apple Technical Analysis 8:47 – Tesla Technical Analysis 12:32 – Google Technical Analysis 14:44 – Option Trades 17:37 – End Thoughts Receive FREE shares by Welbull! Here’s my referral link - Moomoo Mother Day’s promo ($50 Fund Cash Coupon for your mum): If you like my content, and would like to support the channel, you may consider buyi...

The Mega Backdoor Roth IRA provided for in the retirement plans of companies such as Boeing, Microsoft, and Google gives highly-compensated employees an additional opportunity to tax-efficiently save for retirement.... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Mega Backdoor Roth IRA: A Unique Opportunity to Boost Retirement Savings Through After-Tax Contributions There are several ways to save for retirement, but one of the most popular options is the Individual retirement account (IRA). This type of account allows you to invest your money in tax-advantaged vehicles, such as mutual funds, stocks, and bonds, to grow your wealth over time. However, there are some limitations to the traditional IRA that can limit your ability to save at a higher level. One solution to overcome these restrictions is the Mega Backdoor Roth IRA, a unique strate...

In 2023, you can contribute up to $66,000 if you’re under 50 and $73,500 if you’re 50 or older to your Microsoft 401(k). You can fully leverage these limits by taking advantage of the Mega Backdoor Roth. This is a powerful benefit within your Microsoft 401(k). It allows you to contribute after-tax dollars and convert those dollars to Roth. Your 401(k) contributions also increased in 2023. If you’re under 50 you can contribute up to $22,500 and if you’re 50 or older you can contribute up to $30,000. Microsoft will match 50% of your 401(k) contributions. You can earn up to an additional $11,250 in free money from Microsoft. Key moments in video: 00:00 Introduction 00:25 2023 401k Contribution Limits 00:56 What is the Microsoft Mega Backdoor Roth? 01:26 Mega Backdoor Roth example 02:37 Tax benefits of the Mega Backdoor Roth 02:59 Tax benefits associated with a Roth ****** LIKE this video? HIT the like button! SUBSCRIBE to our channel to view more videos created for hig...

Enjoy this snippet from this week’s Market Mondays, subscribe to stay up to date with more clips, follow me on IG @themasterinvestor twitter @_masterinvestor Become part my official Stock Club joinredpanda.com Click here to register for Trading After Dark: Every Monday night at 9:30 central after Market Mondays!... ( read more ) LEARN ABOUT: Investing During Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/inflation-recession-proof-investments-market-mondays-w-ian-dunlap/?feed_id=60712&_unique_id=63c430a0564f2 #Inflation #Retirement #GoldIRA #Wealth #Investing #apple #IanDunlap #investing #Microsoft #redpanda #Stocks #Tesla #InvestDuringInflation #apple #IanDunlap #investing #Microsoft #redpanda #Stocks #Tesla

**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,...

Microsoft employees - do you want to invest more towards your retirement? In this video we will explain how to do this by utilizing a powerful Microsoft employee benefit - the Mega Backdoor Roth 401(k). Convert your after-tax dollars into a Roth IRA for tax-free growth and tax-free access in retirement. The Microsoft Mega Backdoor Roth Conversion is probably one of the more underutilized benefits available to Microsoft employees. 👋 CONNECT with Nick Wright on LinkedIn: 🔗 MICROSOFT BENEFIT RESOURCES: Includes information on the Microsoft 401k plan , sustainable investing, ESPP, and Deferred Compensation. ✅ LEARN MORE about the Microsoft Mega Backdoor Roth Conversion on our blog If you liked this video.... 👍 HIT the like button! ▶️ SUBSCRIBE to our channel view more videos created for Microsoft employees ****** Video highlights: ► Leveraging the Mega Backdoor Roth benefit and other Microsoft employee b...