You Have An Employee Stock Purchase Plan Now What?
This seems to come up a lot in large companies and having been on the end of not knowing what to do as well as currently being on the end of having some thoughts about different strategies to manage...
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ESPP Options – Account Configuration
Ok, I get it. The account you have at Fidelity where your ESPP shares are dumped each quarter doesn’t allow option trading. Now you read my post on how to sell covered calls against your shares and are...
View ArticleESPP Dividend Reinvestment
I have had a few readers ask about the difference between two key strategies inside of an ESPP – Selling Covered Calls and Dividend Reinvestment. I haven’t really covered Dividend Reinvestment yet so...
View ArticleReporting ESPP taxes
I know taxes are due any day now and you are wondering what the heck to do with your ESPP tax reporting. Maybe you’ve been participating in your companies ESPP for years or got started recently. Either...
View ArticleMicrosoft ESPP and Annual Vesting
I’ve had a few people ask so wanted to post something for everyone – especially considering I have a lot of content around selling covered calls such as: You Have An Employee Stock Purchase Plan Now...
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