Latest / Money & Taxes from Bb to XYZ
Got Equity Comp? How-Tos for Your RSUs
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, break down restricted stock and restricted stock units (RSUs). These two common forms of equity compensation can quickly turn into a complicated mix of vesting schedules, taxes, trading restrictions, and investment decisions. They explain the important differences between restricted stock and RSUs, when each becomes taxable, and why RSUs can often be viewed much like receiving a cash bonus. The conversation also explores the risks of accumulating too much employer stock and how a…
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