Insights

Microsoft Financial Webinar Series

As 2025 winds down, Microsoft professionals have a unique window to lock in powerful year-end tax savings. In this webinar, Dave Mantell, CFA, CFP®, walks through the most important tax moves to make before December 31—especially in a year shaped by new changes under the Big Beautiful Bill.

Learn how to reduce your tax bill, avoid RSU-related surprises, and position yourself for a stronger 2026 using smart, Microsoft-specific planning strategies.

What You’ll Gain from This Webinar:

• Smart year-end tax moves for Microsoft professionals — including how to make a final push into your 401(k), HSA, and Mega/Backdoor Roth before December 31.
• New planning opportunities under the Big Beautiful Bill — from higher SALT deductions to strategic charitable giving and Roth conversion windows.
• How to avoid tax surprises from RSU vests and bonuses — and finish 2025 positioned for a stronger 2026.

View our replay of the November 2025 Microsoft Webinar: 5 Key Year-End Tax Savings Strategies for Microsoft Professionals.

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 watch our September 2025 Microsoft Webinar: How to Retire at Age 55 from Microsoft.

team@stablerwm.com | (425) 646-6327

A Roth IRA conversion—sometimes called a backdoor Roth strategy—is a way to contribute to a Roth IRA when income exceeds standard limits. The converted amount is treated as taxable income and may affect your tax bracket. Federal, state, and local taxes may apply. If you’re required to take a minimum distribution in the year of conversion, it must be completed before converting.

To qualify for tax-free withdrawals, you must generally be age 59½ and hold the converted funds in the Roth IRA for at least five years. Each conversion has its own five-year period, and early withdrawals may be subject to a 10% penalty unless an exception applies. Income limits still apply for future direct Roth IRA contributions.

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.

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.

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