#006 - Restricted Stock Units 101: A Guide to Tax Planning

Episode Summary:Rachael and Matt dive into everything you need to know about your Restricted Stock Units (RSUs). They explore strategies for maximizing the benefits of this form of equity compensation, navigating taxes, and being mindful of concentration risk.Key Points Discussed:RSUs ExplainedWe walk through the two criteria for vestingHow vesting worksThe dates you need to be aware ofDouble trigger RSUsTaxes and RSUsHow RSUs are taxedHow to do tax planning for RSUsCommon mistakesTax planningHolding onto the stockConcentration riskConnect with Us:RachaelX/Twitter - @camp_wealthrachaelcampwealth.comMattX/Twitter - @matthew_garasicunrivaledwm.comDisclaimer: This podcast provides general information and discussion about finance, investing, and related subjects. The content provided in this podcast is not intended as investment advice and should not be taken as such. Always seek the advice of a professional or conduct your own research before making financial decisions.Rachael Camp offers advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600.Neither Camp Wealth or Unrivaled Wealth Management are affiliated with the CFD companies or each other.