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ESOP Insights
Employee stock ownership, or employee share ownership, is where a company's employees own shares in that company. Employees typically acquire shares through a share option plan.
The In’s and Out’s of ESOP Diversification
What does ESOP diversification mean? And, how will ESOP distribution impact you during your retirement planning?
Peter Newman, CFA®
Mar 24, 20224 min read
I am an ESOP Participant. When Will I Be Paid?
Most employees who participate in an ESOP are eligible to begin getting paid for their stock at age 55 and age 60.
Peter Newman, CFA®
Mar 17, 20224 min read
ESOP vs 401k: Understand the Differences
ESOP and 401k plan differences: who funds them, how much is contributed, what investments are available, and when you can withdraw money.
Peter Newman, CFA®
Mar 10, 20225 min read
Is an ESOP a Good Retirement Plan?
Employees who work at companies where profits grow consistently will enjoy a corresponding ESOP value growth.
Peter Newman, CFA®
Mar 3, 20223 min read
Business Owners - What Will Be Your Legacy?
ESOPs create wealth equity for all employees no matter their rank in the company.
Peter Newman, CFA®
Jul 22, 20214 min read
Comparing Your Exit Options
Which option should you choose to exit your business? Understanding your priorities will help balance the PROS and CONS of your exit plan.
Peter Newman, CFA®
Jul 15, 20215 min read
Is my ESOP enough to retire?
How long your retirement income will last depends on the sources of the income you will have at your disposal.
Peter Newman, CFA®
Apr 29, 20214 min read
Minimize Risks for ESOP Participants
While company stock is a good source for saving toward retirement, it should not be your only source.
Peter Newman, CFA®
Apr 15, 20214 min read
Employee Wealth Grows with ESOP
The ESOP is designed to benefit employees who remain the longest and contribute the most to an employer’s success.
Peter Newman, CFA®
Apr 8, 20213 min read
The What, Why, How, and When of ESOP Ownership
Continue learning more about ESOP diversification and distribution by reading Demystifying the Diversification of Your ESOP Holdings.
Peter Newman, CFA®
Apr 1, 20214 min read
Demystifying the Diversification of your ESOP Holdings
Decisive actions you take today could make the greatest impact on your financial future.
Peter Newman, CFA®
Aug 13, 20206 min read
Witness the Power of Good Advice
Peak Wealth Planning tailors their services to the specific needs of ESOP clients by using these 3 steps to preserve and grow wealth.
Peter Newman, CFA®
Apr 30, 20204 min read
Top 4 Questions Employee Owner Ask Preparing for Retirement
If you are 10 years from retirement and an employee-owner, keep these 4 questions in mind.
Peter Newman, CFA®
Mar 9, 20204 min read
3 Questions to Ask Before you Sell Your Business
You have worked hard to build your business and spent a great deal of effort to attract talented employees. Now you are considering a sale.
Peter Newman, CFA®
Apr 27, 20193 min read
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