by Springwater Wealth | Apr 29, 2022 | Newsletter
Employee Stock Purchase Plans can be a very attractive way to buy your employer’s stock, typically at a discount of up to 15%. But the tax rules around the sale of this stock can be complicated, and determining whether or not you’ll owe tax on the sale can be...
by Springwater Wealth | May 1, 2018 | Newsletter
Imagine that someone has worked for forty years for a company, and is retiring with a pension and shares of stock in that company. If you are among the majority of Americans who do not have a company pension, you might find this scenario rather appealing. But, if that...
by Springwater Wealth | Aug 29, 2017 | Financial Planning, Investment Management, Services, Wealth Management
What is an ESPP? An Employee Stock Purchase Plan (or “ESPP”) allows you to purchase shares of your employer’s stock at a discount. ESPP’s are only available for employees of publicly traded companies. How does an ESPP work? The ESPP has an enrollment period during...
