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 Use Restricted Stock Units to Fund Financial Planning Goals
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Category: RSU’s
How to Prepare for the Impact of Restricted Stock Units on Your Cash Flow, Tax Bill, and Investment Portfolio
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 have a largely automated process for granting, vesting, and taxation. Once vested and settled, the fair market value of the RSUs is taxed and the…
What to Do When Your Restricted Stock Units Vest
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 because your options can seem limited, meaning you...
The Basics of Restricted Stock Units – And What You Should Know
Restricted stock units, or RSUs, are often used as part of a compensation package for a key employee. Employers may offer restricted stock units in place of providing cash directly through a pay bump or raise. If you have restricted stock units, you have a right to...
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Hi, I'm Daniel Zajac, CFP®, EA
I write about equity compensation and employee stock options in a way that is easy to understand.
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