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Microsoft ESPP – Should I Participate?

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espp explained

Автор: Avier Wealth Advisors

Загружено: 2024-08-26

Просмотров: 694

Описание: Are you a #microsoft employee considering participating in the Employee Stock Purchase Plan (ESPP)? We break down the pros and cons of the Microsoft ESPP, helping you make an informed decision.

In the video we cover:

🔘How Microsoft ESPP works

🔘The benefits of participating

🔘Potential drawbacks and risks

🔘Tax implications

Are there other Microsoft benefits you should prioritize over ESPP? Probably!

Leverage your Microsoft 401(k), HSA, the Mega Backdoor Roth, and Deferred Compensation Plan (if you're Level 67+). Your future self and tax bill will thank you!

Whether you're new to Microsoft or have worked there for years, this video will provide valuable insights that can help you decide if the Microsoft ESPP is right for you.

===========

RESOURCES FOR MICROSOFT EMPLOYEES

📅 Get Started Today - https://www.avieradvisors.com/work-wi...

👥 Connect with Alex Castaneda, CFP®   / alex-castaneda  

💡Learn more about your MICROSOFT ESPP: https://avieradvisors.com/microsoft/m...

⏲️Timestamps
00:00 Introduction
00:19 What is Microsoft ESPP?
00:46 Taxes and Microsoft ESPP
01:27 Should I participate in MSFT ESPP?
01:38 Prioritize your MSFT benefits
01:52 MSFT ESPP strategy

===========

👍LIKE this video? HIT the like button!

🔔SUBSCRIBE to our channel to view more videos @AvierWealthAdvisors

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

[email protected]

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.

#microsoftbenefits #microsoftstock #financialplanning #techstocks

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Microsoft ESPP – Should I Participate?

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