Insights

Key Planning Steps Before June 8

If you are eligible for Microsoft’s voluntary retirement program, the decision deadline is June 8. That is three weeks away.

Whether you are leaning toward accepting, declining, or still evaluating, the planning work is the same. The package details tell you what Microsoft is offering. Your own financial analysis tells you whether you are in a position to accept.

We put together a decision checklist covering the key areas to work through before you decide: what is in the package, how to evaluate whether your financial plan supports the transition, healthcare and tax coordination, and a suggested timeline for getting it done.

Even if you decide not to take the offer, this exercise has real value. Going through your full retirement analysis now positions you to optimize your final working years and hit the ground running whenever you do make the move. If you would like help running the numbers before June 8, we offer a complimentary VRO decision review where we lay out the suggested steps for your personal situation.

team@stablerwm.com | (425) 646-6327

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

This material is for educational purposes only and is not intended as tax, legal, or investment advice.

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.