Powerful Insights on Financial Planning

TOP TIPS TO HELP YOU BUILD YOUR FUTURE

Microsoft Retirement, Microsoft Tax Tips, Donor-Advised Funds, Microsoft Employee Giving Program, Charitable Remainder Trusts, Charitable Lead Trusts Glenn Rossman Microsoft Retirement, Microsoft Tax Tips, Donor-Advised Funds, Microsoft Employee Giving Program, Charitable Remainder Trusts, Charitable Lead Trusts Glenn Rossman

Smart Giving: Tax-Efficient Charity for Microsoft Employees

While writing a check for charity might feel good on its own, it isn’t always the best way to support your favorite causes. As a Microsoft employee, you have a unique opportunity to help the world through tax-advantaged charitable donations. Here’s how to give more effectively, optimize your taxes, and integrate real-world philanthropy into your broader financial plan.

Read More
Microsoft Retirement, Microsoft Tax Tips, Microsoft RSUs, Microsoft ESPP, Microsoft 401(k), Microsoft Roth IRA, Microsoft Stock Glenn Rossman Microsoft Retirement, Microsoft Tax Tips, Microsoft RSUs, Microsoft ESPP, Microsoft 401(k), Microsoft Roth IRA, Microsoft Stock Glenn Rossman

6 Costly Tax Traps for Microsoft Employees to Avoid

Working at Microsoft comes with some serious financial perks, from stock awards to great retirement benefits. But with those perks come some sneaky tax traps that can catch you off guard if you’re not careful. Without a solid tax plan, you could end up owing more than expected.

Read More
Microsoft Retirement, Microsoft Tax Tips, Microsoft ESPP, Microsoft Mega Backdoor Roth, Microsoft Roth IRA, Microsoft HSA, Microsoft RSUs, Microsoft Deferred Compensation Plan Glenn Rossman Microsoft Retirement, Microsoft Tax Tips, Microsoft ESPP, Microsoft Mega Backdoor Roth, Microsoft Roth IRA, Microsoft HSA, Microsoft RSUs, Microsoft Deferred Compensation Plan Glenn Rossman

Tax Tips for High-Income Microsoft Professionals

For high-earners at Microsoft, tax optimization is more than just a good idea — it’s a financial necessity. With the right strategies, you can significantly reduce your tax burden while growing your wealth.

Read More
Microsoft Retirement, Microsoft Level 67, Microsoft Deferred Compensation Plan, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft ESPP Glenn Rossman Microsoft Retirement, Microsoft Level 67, Microsoft Deferred Compensation Plan, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft ESPP Glenn Rossman

What Reaching Level 67 at Microsoft Means for Your Finances

Reaching Level 67 is a major career milestone at Microsoft. This advancement brings additional compensation and new ways to save for the future. Here’s what you should know.

Read More
Microsoft Retirement, Microsoft Pension, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft Deferred Compensation Plan, Microsoft ESPP, Microsoft HSA Glenn Rossman Microsoft Retirement, Microsoft Pension, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft Deferred Compensation Plan, Microsoft ESPP, Microsoft HSA Glenn Rossman

Does Microsoft Have a Pension Plan? [2025]

Understanding your Microsoft retirement plan is key to saving more. Here’s what to know.

Read More
Microsoft Retirement, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft Deferred Compensation Plan, Microsoft ESPP, Microsoft HSA, Microsoft Tax Tips, Donor-Advised Funds Glenn Rossman Microsoft Retirement, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft Deferred Compensation Plan, Microsoft ESPP, Microsoft HSA, Microsoft Tax Tips, Donor-Advised Funds Glenn Rossman

How to Optimize Your Taxes as a Microsoft Employee

As a Microsoft employee, your benefits package can significantly reduce your tax debt for the year. Here's how to make the most of these opportunities.

Read More
Microsoft Retirement, Microsoft 401(k), Microsoft RSUs, Microsoft ESPP, Microsoft Deferred Compensation Plan, Microsoft Tax Tips Glenn Rossman Microsoft Retirement, Microsoft 401(k), Microsoft RSUs, Microsoft ESPP, Microsoft Deferred Compensation Plan, Microsoft Tax Tips Glenn Rossman

Estate Planning Guide for Microsoft Employees

Estate planning ensures that your wealth is managed and distributed according to your wishes. When planning your estate, Microsoft’s unique compensation structure takes special consideration.

Read More
Microsoft Retirement, Microsoft HSA, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft ESPP Glenn Rossman Microsoft Retirement, Microsoft HSA, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft ESPP Glenn Rossman

Planning for Healthcare in Retirement: 11 Tips for Microsoft Employees

Planning for healthcare expenses is a crucial part of any retirement strategy. For Microsoft employees, robust benefits can help build a strong foundation for retirement, but it’s essential to plan strategically. Here are key tips to prepare for a smooth and financially stable retirement.

Read More
Microsoft Retirement, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft ESPP, Microsoft Deferred Compensation Plan, Microsoft HSA Glenn Rossman Microsoft Retirement, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft ESPP, Microsoft Deferred Compensation Plan, Microsoft HSA Glenn Rossman

Life After Microsoft: How to Plan for Retirement

The key to a comfortable retirement is planning ahead. From understanding your Microsoft retirement benefits to assessing your finances and making a budget, here are the steps you should take to build a better future.

Read More
Microsoft Retirement, Microsoft 401(k), Microsoft Tax Tips, Microsoft Mega Backdoor Roth, Microsoft RSUs, Microsoft Deferred Compensation Plan Glenn Rossman Microsoft Retirement, Microsoft 401(k), Microsoft Tax Tips, Microsoft Mega Backdoor Roth, Microsoft RSUs, Microsoft Deferred Compensation Plan Glenn Rossman

Microsoft 401(k): Answers to the Most Common Questions

The Microsoft 401(k) is one of the best retirement plans in the tech industry. To help you understand your benefits, here are our answers to the most common questions about the Microsoft 401(k).

Read More
Microsoft Retirement, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft ESPP, Microsoft Deferred Compensation Plan, Microsoft HSA Glenn Rossman Microsoft Retirement, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft ESPP, Microsoft Deferred Compensation Plan, Microsoft HSA Glenn Rossman

Microsoft Compensation and Benefits Guide

Microsoft offers employees a great compensation package designed to attract and retain top talent. In this guide, we’re going to look at how Microsoft pays employees so you can make the most of your salary and benefits.

Read More
Microsoft Retirement, Microsoft Early Retirement, FIRE Movement, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft ESPP, Microsoft Deferred Compensation Plan, Microsoft RSUs Glenn Rossman Microsoft Retirement, Microsoft Early Retirement, FIRE Movement, Microsoft 401(k), Microsoft Mega Backdoor Roth, Microsoft ESPP, Microsoft Deferred Compensation Plan, Microsoft RSUs Glenn Rossman

Microsoft Early Retirement Guide

Planning for early retirement is a major decision. As a Microsoft employee, how can you be sure it’s wise? Here’s what you should know.

Read More
Microsoft Retirement, Microsoft 401(k), Microsoft Roth IRA, Microsoft ESPP, Microsoft RSUs, Microsoft Deferred Compensation Plan, Microsoft HSA Glenn Rossman Microsoft Retirement, Microsoft 401(k), Microsoft Roth IRA, Microsoft ESPP, Microsoft RSUs, Microsoft Deferred Compensation Plan, Microsoft HSA Glenn Rossman

25 Microsoft Retirement FAQs

As a Microsoft employee, understanding your retirement benefits will help you optimize your finances and plan for the future. Here are the answers to all your most common questions.

Read More
Microsoft Retirement, Microsoft 401(k), Microsoft Roth IRA, Microsoft Mega Backdoor Roth, Microsoft ESPP, Microsoft Tax Tips, Microsoft HSA, Microsoft Deferred Compensation Plan, Microsoft RSUs Glenn Rossman Microsoft Retirement, Microsoft 401(k), Microsoft Roth IRA, Microsoft Mega Backdoor Roth, Microsoft ESPP, Microsoft Tax Tips, Microsoft HSA, Microsoft Deferred Compensation Plan, Microsoft RSUs Glenn Rossman

Maximizing Your Microsoft Retirement Benefits

Microsoft’s retirement benefits are some of the best in the tech industry. From a robust 401(k) to a generous employee stock purchase plan, employees have several opportunities to optimize their savings. Here’s a breakdown of the key retirement benefits and how to make the most of them.

Read More
Microsoft Retirement, Microsoft Deferred Compensation Plan, Microsoft Tax Tips Glenn Rossman Microsoft Retirement, Microsoft Deferred Compensation Plan, Microsoft Tax Tips Glenn Rossman

Understanding the Microsoft Deferred Compensation Plan

The Microsoft Deferred Compensation Plan (DCP) lets eligible employees defer a portion of their income until a future year. This deferral will reduce your taxable income for the current year, which can save you thousands of dollars in taxes. Here’s what you need to know.

Read More

Schedule a 15-Minute Call With Us