RSUs Part 3: RSU Mistakes to Avoid (Ep. 12)
Could you be avoiding the common mistakes made with RSUs?
The MedTech Wealth Advisor Podcast culminates its RSU series with a compelling finale. Hosted by Matt Nelson, CFP® and guest Jacob LaRue, CFP® (can we even call him a guest anymore?). They continue building on the foundational knowledge from Parts 1 and 2, digging deeper into the strategic management while pointing out specific mistakes to avoid.
Key Highlights:
- In-Depth RSU Insights: Dive into a detailed exploration of grant and vesting triggers, uncovering common misunderstandings and their costly consequences
- Strategic Selling Post-Vesting: Learn the art of selling RSUs and how to strategically align sales with personal financial goals and market timing
- Navigating Tax Complexities: Unravel the intricacies of RSU tax withholding, learning strategies to manage supplemental rates and avoid tax liability surprises
- Mitigating Early Termination Risks: Understand how employment changes can affect RSU vesting and discover tactics to protect your assets
- Real-Life Impact: Julie’s story, a cautionary tale of financial loss due to inadequate RSU management, is dissected – offering valuable lessons for all MedTech professionals
- And much more!
Resources:
- IRS.gov: Tax Withholding Estimator
- IRS.gov: Form W-4 – 2024
- What Are the Investment Decisions to Consider with RSUs?
- MWAP Ep. 8: How Do RSUs & Restricted Stock Work?
- MWAP Ep. 10: How to Transform RSUs into Wealth
Connect with Matt Nelson:
Connect with Jacob LaRue:
Connect with Perspective 6 Group:
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