Have Restricted Stock Units set to vest soon?
Recently receive an RSU grant as a bonus or part of your regular compensation?
Partner with an experienced wealth management firm
to maximize income and minimize taxes and risk.
Worried too much of your net worth is concentrated
in company stock or Restricted Stock Units (RSUs)?
You work hard to build your net worth, but may not have the time, depth of knowledge, or interest to properly coordinate all of your financial affairs, research your own investments, or design a successful longer-term financial plan.
Where should you turn with questions about managing your RSUs, 401(k), and other company benefits? Join other technology employees and find a team of disciplined professionals that can help you make objective and smart decisions about your financial future.
At Towerpoint Wealth, we work directly with leading experts across a range of disciplines—including tax management and minimization, employee benefits, estate planning, real estate, insurance, and liability management—to provide a fully integrated approach to your financial goals. And, Towerpoint Wealth is a fiduciary: we are legally and personally obligated and committed to acting in your best interests.
Are you aware of these four basic facts about RSU and taxes?
- Your RSU /equity compensation award is considered ordinary income, taxable in the year your grant vests and/or shares are delivered to you.
- Your compensation is the fair market value (FMV) of the stock at the time of vesting, less the amount (if any) you paid for the shares, multiplied by the number of shares vested.
- If you are a salaried worker, your employer should include the value of your RSU award in your W-2.
- If you sell your stock, you may owe tax on any capital gains.
“At Towerpoint Wealth we strive to help each of our clients achieve, and then maintain, their financial independence.”
– Joseph F. Eschleman
Certified Investment Management Analyst, President, Towerpoint Wealth
Unclear about your RSU stock options?
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