Microsoft Corporate Benefits
Microsoft employees are entitled to some of the best benefits in the world. For more than 20 years, we’ve partnered with Microsoft employees and alumni to maximize their corporate benefits while growing and protecting their wealth.
Taxes, Investing, and the Right Strategy for your Microsoft Benefits
Backdoor Roth IRAs
If you’ve maxed out your personal 401(k) contributions or have additional funds you want to save for retirement, a backdoor Roth could be an option to explore with your financial planner.
Microsoft’s deferred compensation plan is designed to provide tax and retirement benefits. Eligible employees can designate a portion of their compensation to be withheld and distributed back when they’re in a lower tax bracket.
Employee Stock Purchase Plan
Employees can purchase additional Microsoft stocks via a payroll deduction. Typically these stocks are purchased at a 10 percent discount and can be sold instantly to capitalize on the discount and make immediate profit.
Health Savings Accounts
Employees can grow their financial assets pre-tax through a Health Savings Account. Once a minimum balance is achieved, those funds can be invested like those in a 401(k).
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