IRS – Zed Studio

What to do with after-tax 401(k) contributions?

Many people know IRA, Roth IRA, 401(k) and Roth 401(k) that could save your money now and/or later. There is another option for some people whose employer may provide, which advantage may not be taken by all people. Continue reading “What to do with after-tax 401(k) contributions?”

IRS ESPP Limit and Refund

The IRS limits your Employee Stock Purchase Plan (ESPP) contributions to a pre-discounted $25,000 per calendar year.

How do you calculate the $25,000 annual purchase limit and the maximum number of shares you can buy? Here is the article from Fidelity that in turn comes from myStockOptions.com.

Continue reading “IRS ESPP Limit and Refund”