Insights

Navigating Microsoft’s Voluntary Exit Offer (VEO)

Microsoft Financial Webinar Series

Microsoft’s voluntary exit offer gives roughly 60,000 employees until December 9 to decide. The signature deadline is four weeks out, and the decision deserves better than a gut call. The package is the easy part to read; what it means for your plan is the real question.

What You’ll Gain from This Webinar:

• What is actually in the package, and how it compares to the spring retirement program and a layoff
• How your health insurance works if you accept, from exit all the way to Medicare
• The tax-year twist: why the VEO’s timing can work in your favor
• The napkin math: what the offer is really worth against staying
• The questions to answer before the December 9 signature deadline

We also made this VEO Decision Checklist to help you when weighing your decision. It’s one page covering the package, healthcare, taxes, stock, and the dates, in the order to work through them.

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: Year-End Moves for Microsoft Professionals, Including Navigating the Voluntary Exit Offer (VEO)

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.