CERTIFIED FINANCIAL PLANNER™ Practitioner in San Francisco Bay Area

Employee Stock Purchase Plan (ESPP) | FAQ

FAQ: Employee Stock Purchase Plan (ESPP)

  • How much should I contribute to my ESPP?

  • What is ESPP disqualifying disposition?

  • What is ESPP qualified disposition?

  • When can you sell ESPP stock?

  • What happens to ESPP when you leave?

  • Is ESPP pre or post tax?

  • Do you have to pay taxes on ESPP?

  • Is ESPP income included in W2?

  • How long do you have to hold ESPP shares?

  • What is compensation income for ESPP?

  • Can employees buy company stock?

  • What happens to my shares if I leave the company?

  • What is the maximum ESPP contribution?

  • What is offering period for ESPP?