Restricted Stock Units Archives - Page 2 of 6

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A Comparison of Employee Stock Options vs. Restricted Stock Units

by Daniel Zajac, CFP®, EA | Last updated Mar 14, 2026 | 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 Aug 22, 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...

How to Use Restricted Stock Units to Fund Financial Planning Goals

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

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

by Daniel Zajac, CFP®, EA | Last updated Mar 14, 2026 | 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 Aug 22, 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...

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

by Daniel Zajac, CFP®, EA | Last updated Aug 22, 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 Aug 22, 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 to Do When Your Equity Compensation Is Granted and Vested

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Equity Compensation, Strategies for Maximizing Equity Compensation

If you are on the receiving end of an equity compensation award, you may be overwhelmed by the amount of new information, jargon, and rules coming your way. You might...

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

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

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,...