Скачать или смотреть Ep. 9 - Smart Tax Moves with your RSUs

Smart Tax Moves with your RSUs: In this episode, Heather Townsend and Dave Grant dive deep into the world of Restricted Stock Units (RSUs) and their impact on financial independence. They break down key tax strategies, diversification tactics, and essential planning techniques to help you maximize your RSUs while avoiding costly mistakes.

Topics covered include:
✅ RSUs vs. Stock Options – Key differences and why they matter
✅ Tax Planning for RSUs – Avoiding under-withholding and unexpected tax bills
✅ Diversification Strategies – Reducing risk while holding company stock
✅ Wash Sale Rules & 10B51 Plans – Managing restrictions and blackout periods
✅ Financial Goal Setting – Prioritizing long-term security over short-term gains

Tune in for expert insights on leveraging RSUs to build wealth, manage risk, and achieve financial freedom! Don't forget to like, subscribe, and share if you found this valuable. 🚀💰

I’m here to make wealth planning and retirement simple, clear, and approachable. No jargon, no fluff—just real talk about what matters most to your financial future.

On this channel, we cover everything from Social Security and tax strategies to IRAs, 401(k)s, job changes, inheritance, and so much more. My goal is to help you feel confident about your retirement plan—so you not only have enough, but you're also prepared for the risks that could affect your money along the way.

Let’s take the mystery out of retirement and build a plan you can feel good about.
For more about Retirement Matters, or to contact us, visit our website: https://www.retirementmatters.co/