Techie Personal Finance Bootcamp

De-Coding ESPP (Employee Stock Purchase Plans)

October 29, 2019 Lucas Casarez CFP® Season 1 Episode 19
Techie Personal Finance Bootcamp
De-Coding ESPP (Employee Stock Purchase Plans)
Show Notes

I love Employee Stock Purchase Plans. Depending on your employer's ESPP plan, you may be able to increase your annual income by 1% or greater.

Here are a few topics I cover:

  • ESPP Basics
  • ESPP with Look Back Provision
  • ESPP Tax Treatment
  • ESPP Strategies
  • Risks of ESPP

YouTube Video
ESPP Return Calculator
ESPP Strategy Guide w/Cheat Sheet

Fort Collins Fee-Only Financial Planner