The Untold Advantages of Your Employee Stock Purchase Plan (ESPP)

Congratulations, your employer has an Employee Stock Purchase Plan (ESPP)!

What’s that you say? You’re not sure congratulations are in order? That’s understandable. It’s easy to know what to make of excellent healthcare or an annual bonus. It’s harder to wrap your head around how to participate in a well-managed ESPP.

This article looks into:

  • The Inner Workings of Your ESPP

    • Enrollment

    • The lookback provision

    • Contribution limits

  • Tricky Taxes

  • Using ESPP Proceeds to Fund Your Financial Goals

  • Planning To Benefit From Your Company ESPP

Read the full article at Plancorp.

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How to Maximize Retirement Savings Using Your Company’s Employee Benefits Policy

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My company stock price is down. Is an ESPP still worth it?