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.
Disclaimer:
The information provided in this financial planning post is intended for general informational purposes only and should not be construed as personalized financial, investment, tax, or legal advice.
Financial planning is a complex and highly individualized process that takes into account your unique financial situation, goals, and risk tolerance. While this post aims to provide useful insights and guidance, it is not a substitute for professional advice tailored to your specific circumstances. We strongly recommend that you consult with a qualified financial advisor, tax professional, or legal expert before making any financial decisions or implementing any financial strategies. Any decisions made based on the information in this post are solely at your own risk.