Strategies for Restricted Stock Unit Taxes [Video]

by Stephen Smalenberger, EA / August 28, 2023

Restricted Stock Units are a form of executive compensation, and they can have a lot of complexity. In this video, we breakdown the types of RSU vesting schedules and different strategies for handling restricted stock unit taxes.

If you have more questions about restricted stock unit taxes and how they impact your financial plan, reach out! Our team would love to see how we can help bring confidence to your finances.

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Posted in Employee Benefits, Tax, Your Financial Plan

Stephen Smalenberger, EA

Steve enjoys getting to know clients and hear their unique stories and the lessons learned which has brought them where they are today. One of the reasons he enjoys what he does is the ability to show the outcome that can be achieved with different choices. He also enjoys continually learning.

Strategies for Restricted Stock Unit Taxes [Video]

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Stephen Smalenberger, EA