Make the most of your Restricted Stock Units,
with your hourly partner.

I’m Kevin Estes, CFP®, CCFC, MBA - a financial planner who helps tech professionals and their families live great lives.

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Request a free intro call.

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    Maximize Your Benefits

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    Minimize Lifetime Taxes

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    Only Pay For What You Need

Transform your RSUs into a wealth-building strategy:

  • know when to sell,

  • plan for taxes, and

  • avoid unnecessary risk.

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1. Single stock exposure

  • 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. How they’re taxed

  • 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. Common mistakes

  • Hold too much employer stock.

  • Save too little for taxes.

  • Miss out on better opportunities.

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Clear next steps:

  • Decide when to sell and how to reinvest wisely.

  • Minimize taxes and avoid surprises.

  • Diversify investments to protect and grow your wealth.

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