RSUs and ESPPs can accelerate wealth for mid-career tech professionals, but they also introduce concentrated stock exposure and tax complexity that require coordination.
The articles below address vesting, taxation, diversification strategy, and equity-related risk management. For a broader look at how RSUs and ESPPs fit into long-term financial planning and investment management.
How much company stock is too much? Learn a structured RSU diversification strategy for mid-career tech professionals managing concentrated stock risk.
Is your portfolio too concentrated in employer stock? Understand the risks of RSUs & ESPPs. Protect your wealth through smart diversification strategies.
Avoid costly tax mistakes on your equity. Learn qualified vs. disqualifying dispositions, detailed ESPP/RSU tax rules, and optimal divesting strategies.
Navigate the complexities of Restricted Stock Units. Explore how strategic financial planning can optimize your taxes and maximize the benefits of your RSUs.