• Restricted Stock Units (RSUs): Understanding Your Equity Comp & Advanced Tax Planning Strategies

  • Jan 24 2025
  • Length: 34 mins
  • Podcast

Restricted Stock Units (RSUs): Understanding Your Equity Comp & Advanced Tax Planning Strategies

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  • Summary

  • 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: liquidity@brooklyn.com

    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
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