Microsoft ESPP – Tax Strategy Tips. $MSFT Level 67 and up
When you purchase MSFT stock using Microsoft ESPP, we encourage you to sell the stock quarterly at the time it is purchased in order to lock in the gain. You can use the proceeds to diversify into other investments or leverage other Microsoft benefits.
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Avier Wealth Advisors
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Bellevue, WA 98004
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We focus on providing comprehensive financial planning and investment advisory strategies for tech professionals and their families.
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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.
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