RSU Tax Strategies, With Isaac Presley

Restricted stock units (RSUs) are an increasingly popular form of compensation, especially in the tech industry. Since RSU vesting is a taxable event, it’s important for employees to understand the ramifications of this compensation.

Isaac Presley joins Michael to discuss the basics of RSU taxation and several strategies that can be used by investors facing a vesting event.

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Episode Highlights

  • Overview of restricted stock units, including a comparison to stock options.
  • Basics of RSU taxation.
  • Discussion of how investors should look at an RSU vesting event, and the options available to them.
  • Strategies to employ around vesting events, including the importance of maximizing tax efficient vehicles such as 401(k)s and HSA.
  • Common mistakes made with RSUs, and how to avoid them.

Episode Resources

Today’s Guest: Isaac Presley, Cordant Wealth Partners

About The Uncommon Advisor Podcast

The Uncommon Advisor podcast features insights from advisors who are embracing a modern and holistic approach to wealth management. Learn how the most creative minds in the industry are innovating their practices to deliver superior client results, generate new business, and maximize retention.

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Michael Johnston, CFA
Michael Johnston, CFA

Michael Johnston, CFA is the co-founder and President at WealthChannel, and host of WealthChannel Academy.

Michael previously founded ETF Database, the leading independent authority on exchange-traded fund investing.

Michael's professional experience includes positions in corporate finance and investment banking, as well as entrepreneurial experience as a co-founder and early employee in multiple high growth, venture-backed companies.

Michael graduated from the University of Notre Dame with a degree in Finance. He lives in Oregon with his wife and son.