What You Need To Know About Restricted Stock Units (RSUs)

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 Recently, I have been contacted by many people about restricted stock units (RSUs) inquiring what they should do before the year-end. For example, if you work at companies like Apple, Intel Corporation, Google, Microsoft, Salesforce, Walmart, Airbnb, Uber, Lyft, etc, they tend to compensate their employees by offering them RSUs as a bonus. I created a comprehensive educational video on this very topic to help people better understand their RSUs and strategies to consider when dealing with RSUs. I hope you find this helpful and please reach out to me if you have any questions. Overview: - What is restricted stock units (RSUs) - During the restricted period/vesting period - Vesting schedule - Tax withholding methods starting with the highest risk due to a concentrated stock position - Questions to ask your employer so you can truly understand your RSUs - Form 8949 and Schedule D - Dividends - Section 83(b) election - Taxation summary From MyStockOptions - Taxation summary From Charles Schwab - Taxes - Strategies to consider - Take advantage of the volatility in the stock price