Insights

Don’t Leave 2026 Money on the Table

Microsoft Financial Webinar Series

Every year we watch Microsoft professionals leave real money behind at midnight on December 31: match dollars not captured, up to $35,250 of Roth room that resets to zero, and withholding gaps that quietly become April surprises. None of it requires predicting markets or tax law. It just requires acting before the calendar does.

Your November RSU vest is the natural checkpoint, and this 30-minute session walks the five moves in order of dollars at stake, so you know exactly what to do with the paychecks you have left. Feel free to forward this invitation to anyone at Microsoft who may benefit.

What You’ll Gain from This Webinar:

• The five-move checklist: what we run with Microsoft clients before December 31, in order of dollars at stake
• Top off on time: how to fill your 401(k) and Mega Backdoor Roth with the paychecks you have left
• The 22% problem: why RSU withholding surprises people in April, and the fix that still works in December
• New rules this year: what changed for capital gains and charitable giving, including the Washington layer

View our replay of our October 2026 Microsoft Webinar: Year End Financial Moves for Microsoft Professionals: Don’t Leave 2026 Money on the Table

With in-depth experience working with Microsoft employees and retirees, our team of Certified Financial Planners (CFPs®) is dedicated to helping you navigate retirement with confidence. Whether you’re already retired, considering early retirement, or in the planning phase, these insights will help you make the most of your hard-earned savings.

You may also want to read our latest Microsoft Financial Planning Guide: Getting the Most From Your Benefits Before Year-End

team@stablerwm.com | (425) 646-6327

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This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice.

Stabler Wealth Management and LPL Financial are not affiliated or endorsed by Microsoft.

Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Stabler Wealth Management is not registered as a broker-dealer or investment advisor.