First, if you’re a Snowflake employee, congrats on the IPO! Second, you face big decisions in the coming weeks on what to do with your SNOW employee equity. If you’ve earned Incentive Stock Options (ISOs) or Restricted Stock Units (RSUs), you’ll likely have the...
In this video, I explain why there is no tax benefit for holding your Restricted Stock Units more than one year. Many people think there is but that’s likely because they’re mixing RSUs up with the tax treatment other forms of equity like Incentive Stock Options....
The first question that many of my clients who work in tech ask me is: When should I sell my Restricted Stock Units (RSUs)? Typically, the answer is that they should sell as soon as they vest, and this article will help you understand why I recommend that....
TOM LO, CFP®, MBA
Vested Financial Planning
San Carlos, CA 94070
Phone: (650) 315-7372
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