Restricted Stock Units: Common Mistakes

[@IngoKociper]

One question, please! Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with a low percentage on my $236k portfolio and try to keep everything around 10%.

[@ChristophersHoyts]

I've always advised the investors I know to exercise caution when it comes to new buys, especially right now. You should thread the market with the guidance of a qualified specialist or reliable counsel if you don't know where to look.

[@JuneTalley]

@@ChristophersHoyts I deal with an investment advisor for this reason. I currently have over $800k invested in a diversified portfolio that has grown exponentially and is suitable for all market seasons. Our current project for this year is a more concrete ballpark target.

[@IngoKociper]

@@JuneTalley How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

[@JuneTalley]

@@IngoKociper MARGARET MOLLI ALVEY is a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and is a valuable resource for individuals seeking guidance in navigating the financial market.

[@IngoKociper]

@@JuneTalley I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip.

[@jrhine81]

Well Explained. What a great video. The voice is so assuring! You need to turn this into a CPE video.

[@big_mac_ent]

the question is once a stock is restricted but then the company goes to uplift to nasdaq , doesn't that make the stock automatically NON RESTRICTED ?

[@uub23]

How does tax refund work if the marginal rate that they text you at is larger than your effective rate? Do they give back the additional money they took by selling your stocks at the beginning to pay for income tax?

[@johnj4094]

@Mariner Wealth Advisors Thanks you for your great program..My employer SOld some Shares before giving me remaining on Vesting. Also I see it on my pay check and shows some Payroll taxes taken out..is that not double taxation? Question. Using Turbo tax will it figure all this out and correct what is owed or to be refunded?

[@Adr_Jim]

I use TurboTax and my company stocks are managed using E-Trade. There is a "supplemental tax document" that TurboTax will NOT automatically sync. Using this document (or the equivalent with other trading platforms) you must fix the "cost basis" column it will say $0 because E-Trade doesn't report that part to the RIS. Hope this helps.

[@cainmenard5720]

Thanks for the information

[@7radtech]

Is it better to sell older or newer RSUs stocks

[@AccessMariner]

“It depends on a variety of factors - what does the cost basis look like? What do your current tax projections look like? A number of tax questions to think through.”

[@BrainCoachJosh]

I am your 1,000th subscriber. Can I get some equity 😉

[@pythonwithpankaj3469]

Can some sell vested RSUs after quitting the company? Will vested RSUs exist in account after quitting company?

[@AccessMariner]

Once they are vested, you own them - typically, that individual account will remain open. Whether or not you should keep them/sell them is typically a much larger question.

[@taravamos2954]

this background music is THE WORST

[@LambCandice-x7v]

Johnson Jennifer Brown Christopher Clark Edward

[@WoolleyStanford]

Williams John Moore Robert Wilson George