Plan Your Stock Compensation for 2026

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Want a tax-efficient plan for your 2026 stock compensation? Let’s build a strategy together → https://www.perspective6wealthadvisors.com/start-here/

 

If you’re receiving RSUs, stock options, or performance shares in 2026, waiting until tax season to figure out your strategy could cost you tens of thousands in unnecessary taxes.

 

Most high earners earning $250k+ make the same mistake: they react to stock compensation instead of planning for it.

 

By the time the first vesting hits, the income is already recognized, the withholding falls short, and the diversification window closes.

 

In this video, we’ll walk through a four-step framework to help you take control of your equity compensation before it hits your paycheck.

 

You’ll learn how to:

• Project what’s actually vesting in 2026 and model conservative income estimates
• Fix the withholding gap that catches most high earners off guard
• Divide proceeds into three strategic buckets: taxes, lifestyle, and long-term wealth
• Time your equity decisions around other income events and tax opportunities

 

Whether you’re holding ISOs, waiting on performance shares, or managing quarterly RSU vests, this episode will show you how to turn stock compensation into controlled, tax-efficient wealth building.

 

If you’re a high earner navigating complex equity compensation and want a personalized plan for 2026, schedule a Vision Call with Perspective 6 Wealth Advisors.

 

Timestamps:

0:32 – Project What’s Actually Coming

1:48 – Fix the Withholding Problem

3:24 – Divide Into Three Buckets

4:45 – Timing Strategy Matters

 

Investment advisory services offered through Savvy Advisors, Inc. Other entities and/or marketing names, products, or services mentioned here are independent of Savvy Advisors, Inc.