Latest / The Liquidity Event | Money and Finance with Shane and Ally Jane
Restricted Stock Units (RSUs): Understanding Your Equity Comp & Advanced Tax Planning Strategies
In this episode of the Liquidity Event: Money and Finance with Shane and Ally Jane, we cover everything you need to know about RSUs, from basic tax implications to advanced strategies for managing your equity compensation.
Key Timestamps:
0:28 - Introduction to RSUs & today's topics
6:38 - What makes RSUs unique among equity compensation
9:20 - How RSUs vest & the one-year cliff explained
12:33 - Tax implications: The crucial moment of vesting
22:08 - Understanding RSU withholding challenges
24:19 - Double trigger RSUs explained
27:09 - Sell to cover strategy breakdown
31:02 - Watch out for…
The skinny
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