Restricted Stock

RSUs 101: An Introduction to Restricted Stock Units

by Daniel Zajac, CFP®, EA | Last updated May 26, 2025 | Restricted Stock

If your employer offers restricted stock units (RSUs) as a form of equity compensation, you likely have questions about managing it effectively alongside the other pieces of your financial picture....

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A Comparison of Employee Stock Options vs. Restricted Stock Units

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Employee Stock Options, Restricted Stock

Employee stock options and restricted stock units are collectively discussed under the umbrella of equity compensation. As equity compensation, they have some similarities. Yet they also have a lot of...

Should You Really Sell Your Vested Restricted Stock Units? The Answer Is a Resounding “Maybe”

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Restricted Stock

Do you hold Restricted Stock Units (RSUs) that are about to vest, or have recently vested? That probably means you’re a valued employee, so congrats on that. Still, vested RSUs...

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How to Use Restricted Stock Units to Fund Financial Planning Goals

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Restricted Stock

Employees who receive Restricted Stock Units (RSUs) as part of their compensation will have a number of things to consider. Tax implications, financial planning...

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How to Choose if Offered Restricted Stock Units or Non Qualified Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Employee Stock Options, Non Qualified Stock Options, Restricted Stock

Some employers may allow you to choose how you receive your equity compensation. They may allow you to receive it all in NQSOs or all in RSUs or they may...

What Are the Key Differences Between Restricted Stock Units and Employee Stock Options?

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Equity Compensation, Restricted Stock

Restricted stock units and employee stock options are commonly-awarded types of equity compensation that you may receive as part of your overall pay from your employer. While both restricted stock...

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6 Advanced Planning Ideas to Use When Your Restricted Stock Units Vest

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Restricted Stock

Restricted stock is often considered the simplest type of equity compensation to understand. And relative to other types of equity you could receive, this might be true. But that doesn’t...

How to Prepare for the Impact of Restricted Stock Units on Your Cash Flow, Tax Bill, and Investment Portfolio

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Restricted Stock

Restricted stock units are often considered the most straightforward type of equity compensation. Unlike other ways that employees can receive shares of company stock, restricted stock units (or RSUs) often...

What You Need to Know about Double-Trigger Restricted Stock Units

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Restricted Stock

If you work for a private company and receive restricted stock units as part of your compensation package, that equity compensation may have a double-trigger provision. While not all restricted...

5 Advantages of Restricted Stock – and What That May Mean For You

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Restricted Stock

There are many types of equity compensation that an employer can include in an employee’s compensation package to attract and retain the best talent. Each kind has its own set...

How to Determine the Right Time to Sell Restricted Stock Units (and Why Selling Immediately Might Make Sense)

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Restricted Stock

Restricted stock units are often offered as part of a compensation package to attract and retain key employees They are restricted in that certain requirements must be met before the...

9 Year-End Planning Tips for Your Equity Compensation

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options, Non Qualified Stock Options, Restricted Stock, Wealth Accumulation

You might not give much thought to the equity compensation you receive throughout the year (until you’re forced to take action with it). But even if you do have a...

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