Insights

Microsoft Financial Webinar Series

If you’re in your late 40s or 50s at Microsoft, you are likely in the peak earning years of your career. Base salary is strong, RSU grants are meaningful, and retirement balances are growing—but compensation complexity, tax exposure, and concentrated stock risk can also reach their highest levels during this time.

This presentation explores how to make smarter financial decisions during your highest-earning years so you can turn today’s income and equity compensation into long-term financial flexibility.

This webinar is designed specifically for Microsoft professionals navigating RSUs, tax strategy, and investment decisions during their peak earning window. Our experienced presenter, Dave Mantell, CFA, CFP®, walks through the key financial disciplines that can help transform strong income years into a more secure and optional retirement future.

What You’ll Gain from This Webinar:

• How to manage RSU vesting so it reduces concentration risk instead of increasing it
• The optimal order for deploying peak income across 401(k), HSA, Mega Backdoor Roth, ESPP, and Deferred Compensation
• How to control taxes and structure your compensation so these final high-income years accelerate financial independence rather than delay it

View our replay of the March 2026 Microsoft Webinar: The Microsoft Compensation Playbook — Smart Decisions in Your Peak Earning Years

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 February 2026 Microsoft Webinar: Retiring From Microsoft in the Next 2 Years? Here’s What to Do Now

team@stablerwm.com | (425) 646-6327

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 information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

No strategy assures success or protects against loss. Stabler Wealth Management and LPL Financial are not affiliated with or endorsed by Microsoft.