EMPLOYEE STOCK PURCHASE PLAN (ESPP)
WHAT IS AN EMPLOYEE STOCK PURCHASE PLAN (ESPP)?
If I offered to sell you a $100 bill for $85, would you buy it? A no-brainer, right?
The popular employee compensation program, known as an Employee Stock Purchase Plan (ESPP) allows you to do just this—buy your company stock at a discounted price.
HOW WE HELP WITH ESPP PLANS
If your company offers this benefit, you should jump at the opportunity to participate. After all, who doesn’t like free money. Here’s how we can help:
- Perform a cash flow analysis to determine who much you should contribute.
- Help manage your tax and disposition strategy for your ESPP shares.
- Help prioritize contributions to your ESPP plan versus other employer benefits like 401(k), Deferred Compensation, and after-tax contributions.
As a Tech employee, the ESPP benefit can be a valuable piece of your wealth strategy. We can help make sure you are armed with the knowledge to make smart and confident decisions with this benefit and accelerate your financial future.
THE CORDANT WEALTH ADVANTAGE
- Specialized working with Tech Employees
- Fiduciaries & Fee Only
- Transparent and objective