SERVICES FOR MICROSOFT EMPLOYEES

CUSTOMIZED STRATEGIES FOR MAXIMIZING YOUR MICROSOFT EMPLOYEE BENEFITS

EMPLOYEE BENEFITS PLANNING

Leverage your compensation and benefits plan to achieve your financial goals.

We help you make the most of your Microsoft benefits package in light of your financial needs. We are experienced in working with Microsoft employees and have a deep understanding of the intricacies of their plans.

  • Seamlessly coordinate your Microsoft assets (401(k), BrokerageLink®, Retirement Contribution and Deferred Compensation Plan) with the rest of your balance sheet.
  • Optimally manage your Stock Options, RSUs and ESPP shares held in your Fidelity account.
  • Stress-test your financial plan for life changes and market fluctuations so you know where you stand.
  • When the time is right, we’re here to help you transition with confidence from Microsoft to the next phase of life.

HOW WE CAN HELP

Area of expertise

Microsoft Deferred Compensation Plan

For eligible employees, Microsoft's deferred compensation plan can be a powerful tool to reduce taxes and grow your wealth. But it does come with trade-offs. We can help you define the risk, evaluate your options, and make a confident decision.

Microsoft ESPP

The Microsoft ESPP is a valuable way for employees to supercharge their savings. We can help you understand how the program works, how these shares are taxed and how to use the plan to accelerate your financial goals.

RSUs

RSUs at Microsoft can make up a significant portion of your total compensation. We can help you manage and potentially reduce the taxes associated with this income and put in place a strategy to incorporate these shares into a diversified portfolio.

 

Disclosures:
This information is supplied from sources we believe to be reliable, however,  we cannot guarantee its accuracy. Such information is subject to change without notice. Please refer to your Benefits Handbook for the most up-to-date information.

 

5 (SIMPLE!) WAYS TO MAXIMIZE YOUR EQUITY COMP

The Ultimate Guide to Tech Compensation in 2022

Are you a tech employee with various forms of compensation? Our latest guide highlights how you can maximize your compensation from RSUs, ESPPs, Options, and other valuable employee benefits.

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