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Retirement Planning
Chapter 12: Deferred Compensation & Equity Compensation/ESPP DISCOUNT
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 12: Deferred Compensation & Equity Compensation

ESPP DISCOUNT

01.Core Concepts

• Employer can allow employees to purchase stock at a discounted price. • No less than 85% of a date determined stock price or an average stock price  Example of date determined stock price: • Lesser of fair market value at the grant date, or exercise date