50. Creating A Plan For Your Restricted Stock Units

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If you are a person who is paid in restricted stock units each year, it’s important that you develop a plan for how and when you will convert those shares into actual dollars well before they actually vest. Doing so will help to ensure that no matter what direction the markets move over time, you will end up with something to show for all of your hard work.

In this episode, Malcolm Ethridge discusses The Tech Money Guide to Restricted Stock Units (RSUs). He explains how to incorporate those shares into your overall financial plan, and answers some of the more common questions he gets about managing restricted stocks.

Malcolm discusses: 

  • Why it’s important to own equity in the company you work for
  • How to avoid being double-taxed on RSUs that you’ve sold
  • What people often overlook about their restricted stock units
  • How to determine the right balance between holding and selling your RSUs
  • And more


Connect With Malcolm Ethridge:


The information provided is for educational and informational purposes only, does not constitute investment advice, and should not be relied upon as such. It should not be considered a solicitation to buy or an offer to sell a security. The views expressed in this commentary are subject to change based on market and other conditions. This writing may contain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. Be sure to consult with your tax and legal advisors before taking any action that could have tax consequences. Investments in securities and insurance products are: NOT FDIC-INSURED | NOT BANK-GUARANTEED | MAY LOSE VALUE

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