Restricted Stock Units (RSUs) Comprehensive Guide

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview: - What are restricted stock units? - Grant date explanation. - Vesting period explanation. - Types of vesting schedules. - How to estimate your restricted stock units (RSUs) and restricted stock value? - What is an Internal Revenue Code Section 83(b) election? - Dividends. - Vesting Date. - Internal Revenue Code section 409A. - Tax withholding methods starting with the highest risk due to a concentrated stock position. - Examples of tax withholding methods. - Stock Swap. - Estimated tax due. - Sell Date. - What should I do after my restricted stock units and/or restricted stock vested? - If you sell the employer’s stock, you should understand your tax liability. - Avoid insider trading with a Rule 10b5-1 Trading Plan. - What you should know about restricted stock units and restricted stock plans. - Questions to ask your employer so you can truly understand your restricted stock units and restricted stock plans. - Choices you need to decide to optimize your restricted stocks units. - Tracking your restricted stock units and restricted stock is key. - Frequently asked questions on restricted stock units (RSUs) and restricted stock. - How can I maximize my restricted stock units and/or restricted stock? - What are the top 3 things to love about restricted stock units (RSUs) and restricted stock? - What are my restricted stock units and/or restricted stock cost basis, and what happens to the shares my company withholds for taxes? - My restricted stock units and/or restricted stock vested, I sold shares of my employer’s stock at a loss, how am I taxed? - What happens to my restricted stock units and/or restricted stock when my company’s stock splits? - When should I sell my restricted stock units (RSUs) and/or restricted stock? - What are the disadvantages of restricted stock units and restricted stock? - What are the common mistakes with restricted stock units and restricted stock? - Problems with restricted stock units (RSUs) and restricted stock employees are confused about. - How are restricted stock units (RSUs) and restricted stock taxed? - Taxation summary. - Restricted stock units summary. - Strategies to consider with restricted stock units and restricted stock. - Take advantage of the volatility in the stock price.