RSU 201 | Should You Sell Your RSUs When They Vest?
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RSU 201 | Should You Sell Your RSUs When They Vest?
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In RSU 201, David Pulcini, CFP® explains one of the most important decisions in equity compensation: whether to hold your vested RSUs or sell the shares and diversify.
Doing nothing may feel safe, but it is still an investment decision. Over time, RSUs can quietly become 30%, 40%, or even 50% of someone’s net worth—all tied to the same company providing their paycheck and possibly their bonus.
In this episode, you’ll learn:
• What happens after restricted stock units vest
• When selling RSUs may make sense
• When holding company stock could be reasonable
• Why selling immediately may create little additional taxable gain
• How RSUs create company-stock concentration risk
• Why your paycheck, bonus and portfolio shouldn’t all depend on one company
• How to make an intentional RSU strategy instead of operating on autopilot
The key takeaway: vest, then decide. Hold with intention—or sell and diversify.
Watch RSU 101 first to understand vesting, ordinary income taxation and the potential 22% withholding trap.
Next in RSU 301, we’ll explore blackout periods, capital gains, tax planning and how RSUs can fit into a broader financial plan.
Schedule a conversation with SixPoint Financial Partners:
https://calendly.com/dpulcini
Learn more:
https://sixpointfp.com
David Pulcini, CFP®
585-895-2117
dpulcini@sixpointfp.com
#RSU #RestrictedStockUnits #EquityCompensation
Recorded at ROC Vox Recording and Production, Rochester, NY
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