In this edition of The Big Question, Brook Hart delves into the complexities of RSU taxation for Merck and Big Pharma executives. Discover the tax implications before, during, and after vesting, and learn strategies to manage your tax bill effectively.

Before Vesting: No tax impact as RSUs are considered phantom assets.

During Vesting: Realize ordinary income based on the current share value.

After Vesting: Navigate short-term and long-term gains, with strategies to manage tax exposure.

Listen now and please comment below with YOUR Big Question. Until next month, please do not hesitate to reach out and connect below.

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Connect With Brook:

Brook Hart, CFP®, CEPA®

President & CCO, Presilium Private Wealth

Email: [email protected]

LinkedIn: linkedin.com/in/brook-hart

Meet Brook: https://www.presiliumpw.com/team_member/brook-hart-cfp/

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This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.

The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.

Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional