How Restricted Stock Units (RSUs) Work and How They're Taxed

[@manuelgalvan9601]

But, if didn't sell why is it considered income if I don't actually see or have the money they are worth to spend?

[@GregBillyard-o4k]

Are the RSUs taxable in the year of vesting or the year the stock is issued to the employee, if later?

[@prasanjeetnayak8253]

You explained things in a great way.. subscribed 🙏

[@chrishuff5347]

Thank you for this, it helps put some things into perspective for me.

[@adesignwoman]

Thank you so much for explaining this to me! As a current gal at Meta working on her financial literacy, it helps SO MUCH to learn from another woman

[@GregBillyard-o4k]

What if the RSUs vest on Dec 31, 2022 but the shares are issued/settled from treasury to the employee in late January of 2023. Is employee taxation event in 2022 or 2023?

[@uub23]

How does the tax return work in the case that the initial tax withholding is later than your effective tax rate?

[@CusterFinancialCoaching]

Thoughts on taking the money from the RSUs and buying into the Employee Stock Purchase Plan at 10% off the stock? Say maybe this was the largest company in the world aka Microsoft? I always thought it was best to keep less than 10% of your portfolio tied up in single stocks. But how does buying that single stock at 10% off factor in? I will likely be fully funding a backdoor Roth, 401k matched at 50%, am saving, and investing outside of tax advantaged vehicles. I have a pension from the Army and likely a check from veteran affairs.

[@phobos_miner4288]

Very helpful. I wasn’t sure what to do with them, but clearly make more sense, sell and diversify

[@MyStory-100]

Ok but what about the cost basis?

[@Invence-]

RSU's aka the golden handcuffs

[@mccalllanman8413]

Profoundly helpful, thank you

[@MilliardoPeacecraft590]

Wonderful explanation.

[@hanspeter6656]

such a great video, thank you Katie

[@CusterFinancialCoaching]

Thank you!

[@jasonvietta]

What if they’re private still when you get laid off

[@AJAYSHARMA-lc2re]

Great content

[@JoannRickard-x6l]

Gerlach Estate

[@PeacockKevin-s9w]

Keeling Hollow

[@FernandoBowen-78]

Buying stocks might seem easy, but picking the right one without a solid plan is tough. I've been trying to grow my $100K portfolio, but the tricky part is not having clear plans for when to buy and sell. Any tips on this would really help.

[@iequalasian]

Put it into the snp500 and call it a day

[@StephensSam-v1x]

Lora Villages

[@brisca3301]

Sell and fund your ROTH. Then learn/do wheels strategy (sell cash covered calls/puts). ;-)

[@CorporationSKY]

Cute chick with a kitty cat mascot yapping about smart money..easy sub

[@iwe7078]

Great video