You Just Got Some RSUs- Now What?

In this episode, Matt dives into one of the most common forms of equity compensation: Restricted Stock Units (RSUs). If your company just handed you some stock, you may be asking yourself, “What now?” Matt walks through three key questions that will help you move forward with confidence. He also shares practical tips for tracking your vesting schedule and deciding whether to hold or sell your shares. Here’s some of what we discuss in this episode: Why setting vesting alerts can prevent missed opportunities Treat RSUs like cash: Make thoughtful sell-or-hold decisions Why careful tax planning is needed for RSUs Capital gains taxes: What you don’t want to overlook Making RSUs work with your bigger financial plan 0:00 – Intro 1:03 – #1: What to do with your stock? 3:10 – #2: How are taxes handled? 6:38 – #3: How much should I sell/keep? 8:46 – Recap & Final Thoughts Resources for this episode: Plan Your Stock Compensation for the Year Tax Reporting for Stock Compensation Other Resources Our website: https://www.perspective6wealthadvisors.com/ Phone: (952) 225-0333 Email: [email protected] Schedule your no-cost consultation: https://www.perspective6wealthadvisors.com/start-here/ Essential Financial Guides 5 Ways to Maximize Your Medtronic 401k Plan Guide: https://perspective6wealthadvisors.com/guide/ Stock Compensation Tax Form Checklist: https://perspective6wealthadvisors.com/stock-compensation-tax-checklist/ ESPP: A Comprehensive Guide: https://perspective6wealthadvisors.com/espp-guide/ Check out our other no-cost financial resources here: https://perspective6wealthadvisors.com/resource-center/ Stay Connected Check us out on YouTube: https://www.youtube.com/channel/UCZFSiozlOWNDN0PbgF6HzSA LinkedIn: https:// www.linkedin.com/company/perspective-6-wealth-advisors Investment advisory services offered through Savvy Advisors, Inc. Other entities and/or marketing names, products or services mentioned here are independent of Savvy Advisors, Inc.