Ep. 9 - Smart Tax Moves with your RSUs

In this episode, Heather Townsend and Dave Grant dive deep into the world of Restricted Stock Units (RSUs) and their impact on financial independence. They break down key tax strategies, diversification tactics, and essential planning techniques to help you maximize your RSUs while avoiding costly mistakes.Topics covered include:✅ RSUs vs. Stock Options – Key differences and why they matter✅ Tax Planning for RSUs – Avoiding under-withholding and unexpected tax bills✅ Diversification Strategies – Reducing risk while holding company stock✅ Wash Sale Rules & 10B51 Plans – Managing restrictions and blackout periods✅ Financial Goal Setting – Prioritizing long-term security over short-term gainsTune in for expert insights on leveraging RSUs to build wealth, manage risk, and achieve financial freedom! Don't forget to like, subscribe, and share if you found this valuable. 🚀💰