You’ve just been granted restricted stock units (RSUs). Congratulations! You’re likely here because you’re curious to know what questions you should ask your employer or your financial advisor about this unique income stream to avoid unexpected surprises in the form of an outsized tax bill or Read more…
The Most Common RSU Mistakes — And How to Avoid Them
Restricted Stock Units (RSUs) can be a powerful incentive and useful tool for building wealth, but they aren’t as simple as purchasing shares on the market. If managed improperly, RSUs can lead to surprise tax bills, underpayment penalties, overconcentration in company stock, and even legal Read more…
How Are Restricted Stock Units Taxed? Vesting, Withholding, and Selling Explained
As the saying goes, there’s no such thing as a free lunch. Read more…
When and How to Sell Restricted Stock Units (RSUs)
Your restricted stock units (RSUs) are vesting or, at least, nearing their vesting date. This is exciting — but now what? Selling any kind of asset can be stressful. Naturally, you want to make the right decision to realize as much value as possible and avoid missteps that can subject you to Read more…
What Are Restricted Stock Units (RSUs) and How Do They Work?
Employers grant restricted stock units (RSUs) for various reasons: outstanding performance, tenure, company milestones, or simply as a token of appreciation to drive employee retention, but often there is minimal guidance on what these are or how to build them into your financial plan to maximize Read more…
Monsanto Employees, Here’s What to Do with Your Bayer Merger Payout
In the midst of any merger, it can be hard to see past the near term. Changes to organizational structure, culture, and roles and responsibilities are at the forefront of everyone’s minds. Read more…
