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.
Request a free intro call.
Maximize Your Benefits
Minimize Lifetime Taxes
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
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.
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.
3. Common mistakes
- Hold too much - employer stock.
- Save too little for taxes.
- Miss out on better opportunities.
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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