7 Tax-Efficient Ways to Divest Your RSU Shares
Josh Radman Josh Radman

7 Tax-Efficient Ways to Divest Your RSU Shares

With restricted stock units (RSUs), the easy part of accumulating newfound wealth is by vesting. The hard part is decumulating those shares, figuring out when to sell, and doing so in a tax-efficient way.

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What are the tax implications of ISOs, NSOs, and RSUs?
Josh Radman Josh Radman

What are the tax implications of ISOs, NSOs, and RSUs?

Listen to Episode #648 of the Money Tree Investing Podcast with Kirk Chisholm to hear Josh demystify important concepts pertaining to ISOs, NSOs, RSUs, and common behavior traps that employees with equity compensation make.

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Should I sell or hold my RSUs upon vest? Here’s the data.
Josh Radman Josh Radman

Should I sell or hold my RSUs upon vest? Here’s the data.

If you’re lucky enough to work at a public company and have RSUs, you have a decision to make every month/quarter upon vest: Should you (1) sell your vested RSUs, or (2) keep them?

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Skipping directly to the answer: You should SELL them. Pretty much always.

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