RSUs can be life-changing. They can also be surprisingly costly.
We have seen clients use RSUs to buy homes, fund renovations, and even cover the expenses of a new baby. All of this happened without financial strain. The difference was a clear strategy for when to sell, how to plan for taxes, and how to avoid being overexposed to one company’s stock.
In our latest blog, we break down how RSUs are taxed, the traps that catch people off guard, and the strategies that can turn equity compensation into long-term wealth.