Episode 49 – A Deep Dive into Employee Stock Ownership Plans (ESOP) – With Guest Richard Glassman
An Employee Stock Ownership Plan, also known as ESOP, is the most common form of employee ownership in the United States.
In this episode, Peter Raskin is joined by Rich Glassman, a partner at ESOP Plus. Rich discusses the different implications of ESOPs while explaining how these plans are a “win-win game” for business owners and their employees.
In this episode, you will learn:
- What an ESOP is and how it works
- Why business owners should consider ESOPs, and how it relates to their readiness to exit their business
- The role of taxes when it comes to ESOPs
- How clients can walked away with significant retirement accounts thanks to ESOPs
- And more!
Tune in to learn the benefits of ESOPs for business owners and their employees!
Resources: Raskin Planning Group | Peter Raskin | ESOP Plus | (860) 916-3287 (Richard Glassman)
Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.
Peter Raskin is a registered representative of Lincoln Financial Advisors.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.