Microsoft doesn’t set a retirement age — you can leave when you’re ready. For some, “ready” means as early as 55, especially with benefits like the 55/15 rule for RSU vesting. But while early retirement can mean freedom and fresh starts, it also comes with some risks and trade-offs.

As a Microsoft employee, your nest egg probably features plenty of company stock. While MSFT is a great stock choice, it’s always wise to diversify. But what about the tax bite from selling shares? Here’s how to exit Microsoft stock in 2025 without a major tax hit to your retirement fund.

Retiring early might sound like a pipe dream, but for many high-earning professionals, it’s entirely possible with the right strategy. That’s where the FIRE movement comes in.

While writing a check for charity might feel good on its own, it isn’t always the best way to support your favorite causes. As a Microsoft employee, you have a unique opportunity to help the world through tax-advantaged charitable donations. Here’s how to give more effectively, optimize your taxes, and integrate real-world philanthropy into your broader financial plan.

Working at Microsoft comes with some serious financial perks, from stock awards to great retirement benefits. But with those perks come some sneaky tax traps that can catch you off guard if you’re not careful. Without a solid tax plan, you could end up owing more than expected.

For high-earners at Microsoft, tax optimization is more than just a good idea — it’s a financial necessity. With the right strategies, you can significantly reduce your tax burden while growing your wealth.

As a Microsoft employee, your benefits package can significantly reduce your tax debt for the year. Here's how to make the most of these opportunities.

Estate planning ensures that your wealth is managed and distributed according to your wishes. When planning your estate, Microsoft’s unique compensation structure takes special consideration.

The Microsoft 401(k) is one of the best retirement plans in the tech industry. To help you understand your benefits, here are our answers to the most common questions about the Microsoft 401(k).

Microsoft’s retirement benefits are some of the best in the tech industry. From a robust 401(k) to a generous employee stock purchase plan, employees have several opportunities to optimize their savings. Here’s a breakdown of the key retirement benefits and how to make the most of them.

The Microsoft Deferred Compensation Plan (DCP) lets eligible employees defer a portion of their income until a future year. This deferral will reduce your taxable income for the current year, which can save you thousands of dollars in taxes. Here’s what you need to know.

As a Microsoft employee, restricted stock units (RSUs) are likely a major part of your income. In this guide, we’re going to look at how RSUs work and how you can use yours to grow your wealth.

Microsoft’s mega backdoor Roth program is a powerful tool for maximizing your retirement fund. If you’re a high-earning Microsoft employee, this feature will give you additional tax-advantaged savings beyond the standard limits of a 401(k). Here’s how it works.