Episode Summary:

Rachael and Matt dive into everything you need to know about your Restricted Stock Units (RSUs). They explore strategies for maximizing the benefits of this form of equity compensation, navigating taxes, and being mindful of concentration risk.

Key Points Discussed:

1. RSUs Explained
   • We walk through the two criteria for vesting
   • How vesting works
   • The dates you need to be aware of
   • Double trigger RSUs
2. Taxes and RSUs
   1. How RSUs are taxed
   2. How to do tax planning for RSUs
3. Common mistakes
   1. Tax planning
   2. Holding onto the stock
   3. Concentration risk

Connect with Us:

Rachael

X/Twitter - @camp_wealth

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