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Ask HTM - Saving/Paying for a Roof, Offsetting the High Cost of Adoption, & if ESPPs are Worth the Hassle #826

How to Money

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Optimizing Employee Stock Purchase Plans and Tax Strategies

The chapter offers insights on maximizing gains and minimizing tax implications with Employee Stock Purchase Plans (ESPPs). It discusses selling strategies to optimize tax benefits and fund retirement planning, including leveraging ESPP proceeds for a Roth IRA. Additionally, advice is provided on using different services for tax filing and considering help for complex tax situations.

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