ESOP

Companies can use ESOPs for a variety of purposes using tax-deductible or tax-free dollars to achieve a variety of corporate objectives. ESOP
 

Companies can fund ESOPs with tax-deductible or tax-free dollars to achieve a variety of corporate objectives.

The most common use of an ESOP is to provide a market for the shares of departing owners of successful closely held companies; however, there are many types of ESOPs.

The rules differ depending not only on whether a company is public or private or is an S corporation or a C corporation but also on whether the ESOP is leveraged (the ESOP borrows money to buy the stock) or non-leveraged.

ESOPs aren’t for every company, but the benefits are substantial in the right fit. We encourage you to take a look at an ESOP to see if it could be beneficial in your situation.

 

Rogers WealthGroup 40th Anniversary

Retirement Plan Services

Our Retirement Plan Services Group strives to offer you the best value for your money....
»Details

Wealth Management

Whether you are anxious to find a new advisor or you need a 2nd opinion...
»Details

 
Find Us on Facebook
Record Keeping CertificationInvestment Advisory Certification Administration Services Certification Rogers Wealth Group, Inc. BBB Business Review
x