Restricted Stock

9 Year-End Planning Tips for Your Equity Compensation

by Daniel Zajac, CFP®, EA | Last updated Aug 22, 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...

What to Do When Your Restricted Stock Units Vest

by Daniel Zajac, CFP®, EA | Last updated Mar 13, 2026 | Restricted Stock

Restricted stock units (RSUs) might seem relatively easy to manage once they vest, especially when compared to the potential complexity of vested non-qualified and incentive stock options. RSUs look straightforward...

How to Create a Liquidation Plan for Your Restricted Stock Units

by Daniel Zajac, CFP®, EA | Last updated Aug 22, 2025 | Restricted Stock

Restricted stock units are commonly used as a compensation tool by employers who want to reward and retain key employees. If you’re on the receiving end of restricted stock units,...

3 Reasons to Love Restricted Stock and RSUs

by Daniel Zajac, CFP®, EA | Last updated Aug 22, 2025 | Restricted Stock

Restricted stock and restricted stock units (RSUs) are both commonly-used tools to attract and retain employees. While similar in feel, restricted stock, and restricted stock units are technically different instruments,...