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

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