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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 wash sales with RSUs 32:39 - Blackout periods (preview for future episode)
Connect with us: Email: [email protected]
Leave a voicemail: memo.fm/theliquidityevent/
Don't forget to like, subscribe, and leave a review! New episodes every Friday.
#FinancialAdvice #RSUs #StockOptions #TechNews #PersonalFinance
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 wash sales with RSUs 32:39 - Blackout periods (preview for future episode)
Connect with us: Email: [email protected]
Leave a voicemail: memo.fm/theliquidityevent/
Don't forget to like, subscribe, and leave a review! New episodes every Friday.
#FinancialAdvice #RSUs #StockOptions #TechNews #PersonalFinance