Wealth Management | Plancorp

What Are Restricted Stock Units (RSUs) and How Do They Work?

Written by Plancorp Team | July 9, 2021

In this video, Senior Wealth Manager, Daniel Lee and Chief Investment Officer, Peter Lazaroff, discuss what Restricted Stock Units (RSUs) are, what vesting is, how taxes for RSUs work, share blackouts and more.

Additional Resources:

Don't miss Daniel Lee's related blog post on the same topic, What Are Restricted Stock Units (RSUs) and How Do They Work

Are you a Plancorp client?

Are you ready to start a conversation about equity compensation? Reach out to your Wealth Management team.

Not a Plancorp client? No problem.

We help those with financial complexity more effectively meet their goals. Schedule a 15-minute call with our team and we can discuss how Plancorp could help you. 

Looking for more personalized financial guidance? 

Complete this simple 9-question analysis to get personalized guidance on what you need to turn your situation into financial success.

Disclaimer: This material has been prepared for informational purposes only and should not be used as investment, tax, legal or accounting advice. All investing involves risk. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against a loss. You should consult your own tax, legal and accounting advisors.


ADDITIONAL FREE RESOURCES

Net Worth WORKSHEET

Goal Planning WORKSHEET

Cash Flow WORKSHEET

Estate Planning MEMO