The Tech Money Guide to Restricted Stock Units (RSUs)

This guide is designed to help those who receive RSUs as part of their total compensation learn how to incorporate those shares into their overall financial plan.

Who is this guide for?

This guide assumes that the person reading is an employee of a publicly traded company. (The equity guide for those who work for private companies is forthcoming.)

This guide is intended to help you understand and evaluate the decisions you’re presented with, as well as give you the tools to develop your own strategy around when and how to turn those shares you receive into actual dollars.

Inside this guide, you will learn the basics of restricted stock units (RSUs), such as vesting, income taxes, investment risk, and how to incorporate those shares into your overall financial plan.

This guide assumes that the person reading will receive RSUs in multiple years and perhaps multiple grants, with different vesting and pricing characteristics.

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