• Independent Fiduciary Advice

What Issues Should I Consider Regarding My Restricted Stock Units?

Tax Planning, Financial Planning

Restricted Stock Units (RSUs) are a popular form of employee compensation, granting employees shares of the company stock subject to a vesting schedule. When managing RSUs, several key considerations can help optimize their benefits and avoid potential pitfalls. Consulting with a financial advisor and/or a tax professional that can provide personalized guidance, helping you balance the potential growth of your RSUs with your overall financial plan and risk tolerance. Use the below checklist as a starting point for some of the questions you should be considering with your RSUs.

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Disclosure: The information provided in this post is for educational and informational purposes only and should not be construed as personalized investment advice. Brooks Wealth Management is a registered investment adviser in the State of Colorado. Registration does not imply a certain level of skill or training. The views expressed herein are those of the author and do not necessarily reflect the opinions of Brooks Wealth Management or its affiliates.

Nothing in this post should be interpreted as an offer to buy or sell securities. All investments involve risk, including the potential loss of principal. Past performance is no guarantee of future results. You should consult with a qualified financial advisor before making any investment decisions based on this content.