Make the most of RSUs!
Kevin Estes is a CERTIFIED FINANCIAL PLANNER® who helps tech professionals and their families live great lives. He works on an hourly basis so you only pay for what you need.
Secure your future.
Financial Planning
Equity Compensation
Retirement Planning
Strategic Tax Planning
Estate Planning
Investment Optimization
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Transform your RSUs into a wealth-building strategy.
As a tech professional, your comp 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.
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.
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.
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.
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