Can I time the taxes on my RSUs?
No. Taxes are generally due on RSUs the moment they vest and are no longer subject to a "substantial risk of forfeiture." This is a forced event, unlike NQSOs, where...
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Do I have to pay out of pocket for RSUs?
No. RSUs are granted to you at no cost once they vest. You only have to worry about the tax liability, which is usually handled (at some level) by your...
Read More What happens if the stock price drops after my RSUs vest?
You still owe the ordinary income tax on the value the shares had on the vesting date. If you sell later at a lower price, you will have a capital...
Read More Can I choose which shares to sell?
Once they vest, you own the shares. If you have multiple vesting events over several years, you can choose to sell specific "lots." Generally, you might sell the shares with...
Read More Why does my company only withhold 22% for taxes?
The IRS mandates a flat supplemental withholding rate of 22% for bonuses and equity under $1 million. If your actual tax bracket is 32% or 37%, you will likely owe...
Read More Is there a benefit to holding RSUs for a year after they vest?
Yes, if the stock price goes up. Any appreciation *after* you receive the shares will be taxed as long-term capital gains if you hold the shares for more than a...
Read More How are RSUs taxed when they vest?
Generally speaking, RSUs are taxed as ordinary income based on the fair market value of the shares on the vesting date. Your company usually "sells-to-cover," withholding a portion of the...
Read More How do PSAs differ from standard RSUs?
Standard RSUs usually vest based on time (tenure). PSAs vest based on performance (hitting specific business goals). If the company misses its minimum thresholds, PSAs can expire completely worthless.
Read More Do I have to pay anything to receive my RSUs?
No. Unlike stock options, where you must pay the strike price to "buy" the shares, RSUs are granted to you at no cost once the vesting requirements are met. Your...
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What to Know About Your Post-Termination Exercise Window for Equity Compensation
Equity compensation is an effective tool for attracting and retaining highly qualified employees. But if you’re like most Americans, it’s unlikely you’ll remain with your current employer all the way...
Read More Should I hold Restricted Stock Units (RSUs) that are about to vest, or have recently vested?
A common consensus is to sell stock that is delivered from vested RSUs as soon as possible, as they are taxed identical to other income like your wage or bonus....
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