Kevin Estes portrait. Smiling and wearing a dark gray suit and black shirt in front of a dark brown background.

Hello, I’m Kevin - a financial planner who helps tech professionals and their families live great lives.

Make yourself at home - we’ll get to your RSUs in a moment.

But first - here are some links you may want to save for later.

What to do with RSUs?

How are Restricted Stock Units Taxed?

Frequent Restricted Stock Units Can Be Win-Win-Win

Now, let’s get on to Restricted Stock Units! 😀

Transform your RSUs into a wealth-building strategy.

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As a tech professional, your compensation isn’t just your salary. RSU shares could be one of your biggest assets!

It’s tough to:

  • know when to sell,

  • plan for taxes, and

  • avoid unnecessary risk.

1. Single stock exposure

Many employees hold onto RSUs because they assume that’s the best long-term move.

Too much wealth could be tied up in employer stock:

  • If the stock price drops, your wealth takes a hit.

  • You already have a lot riding on your employer.

  • A balanced approach can help you capture gains and secure your future.

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2. Tax plan

Some employees are surprised by their tax bills.

When your RSUs vest:

  • Some shares are withheld for taxes - though that might not be enough.

  • The value of your vested RSUs is taxed as ordinary income, even if you don’t sell.

  • Selling right away may have no additional tax impact.

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3. Proactive strategy

Without a plan, it’s easy to miss opportunities or make mistakes.

Common missteps include:

  • holding too much employer stock,

  • not saving enough for taxes, and

  • missing out on better opportunities.

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Professional guidance to help you!

  • Decide when to sell and how to reinvest wisely.

  • Minimize taxes and avoid surprises.

  • Diversify investments to protect and grow your wealth.

Join the June Q&A. Register here!

Photo of Kevin Estes in a suit in front of a pink and blue brick wall. “Q&A” is in pink neon on the right. Under it says “Investing / Personal Finance Friday, June 6nd @ 1pm Pacific Kevin Estes Founder and Financial Planner Scaled Finance, LLC.

You don’t have to navigate RSUs alone.

  • Schedule a free consultation to unlock your full potential.

  • Apply strategies tailored to your career and goals.

  • Build wealth and secure your financial independence.

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