Guides ยท Finance
Employee Stock Purchase Plans
Understand ESPPs
Employee stock purchase plans offer discounted company stock; key factors are discounts, lookbacks, taxes, and concentration risk.
- espp
- discount
- lookback
- taxation
- concentration
Know Terms
Check discount rate, lookback, and contribution limits.
Plan Taxes
Understand qualifying vs disqualifying dispositions and tax impact.
Manage Risk
Avoid overconcentration; sell strategically per policy.