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Retirement Planning
Chapter 6: Stock Bonus Plans & ESOPs/PUT OPTION
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 6: Stock Bonus Plans & ESOPs

PUT OPTION

01.Core Concepts

• Employee can require employer to repurchase stock at the fair market value on the distribution date: • Within 60 days after distribution, or • Within a 60-day period during the following plan year • The put option reduces the employee’s risk but increases the employer’s cash requirements.