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Should I Sell My Restricted Stock Units (RSUs) Right Away?

Should I Sell My Restricted Stock Units (RSUs) Right Away?

by Tom Lo | Aug 15, 2022 | Restricted Stock Units

Key Takeaways: Selling RSUs after they vest can reduce concentration risk and redirect the proceeds toward other financial goals instead of holding more company stock. RSUs are generally taxed as ordinary income at vesting, so holding the shares does not provide a tax...
Why Do I Have to Pay More in Taxes on My Restricted Stock Units

Why Do I Have to Pay More in Taxes on My Restricted Stock Units

by Tom Lo | Jan 20, 2021 | Restricted Stock Units

In this video, I explain why you may have to pay more in taxes on your RSUs than you realize and how to solve that problem. Why Do I Have to Pay More in Taxes on My Restricted Stock Units Transcript   Hi, I’m Tom Lo with Vested Financial Planning. Clients...
Why you don’t save taxes by holding your Restricted Stock Units

Why you don’t save taxes by holding your Restricted Stock Units

by Tom Lo | Oct 20, 2020 | Uncategorized

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. Why...

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  • How to Minimize Your Taxes on Your Anthropic ISOs, NSOs, and RSUs
  • How Much Anthropic Equity Should You Sell After Your IPO
  • Should You Sell Your OpenAI PPUs After Your IPO?
  • What OpenAI Employees Should Do Before Your IPO

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