Stock-based compensation in the form of restricted stock units (“RSUs”) can be a wonderful form of bonus compensation. However, the risk characteristics associated with an individual company stock may lead to vulnerabilities you least expect. Given these competing features we wanted to share some ‘behind the scenes’ information we talk with our clients about when we help them tackle RSU tasks.
Below is a sneak peek of what’s ahead. Click the hyperlinks below to read each series.
- Part 1: “Life happens…Don’t lose track of your RSUs” – How a packed schedule can often push important financial tasks to the bottom of the to-do list
- Part 2: “Drinking the Kool-Aid” – How behavioral biases complicate the decision-making process
- Part 3: “That’s more than I thought…AND I have to pay more taxes?” – How concentration risk and additional tax can impact your wealth
- Part 4: “Who you ‘gonna call?” – The right solution is not the same one as your neighbor’s