[VIDEO] Vested RSUs vs. Cash Bonus: A Case Study

Kelly Klingaman, CFP®, RLP® provides a visual example of an RSU grant and discusses how the IRS treats vested RSUs and a cash bonus exactly the same. She also mentions how she encourages clients to think about selling their shares at each vesting date and the thought process behind that strategy.

If you’d like customized help using your financial resources effectively in order to make the most out of your wealth-building years, please schedule a free consultation here or email me with questions kelly@kkfp.co

Be sure to follow along on Instagram @kkfinancialplanning for free educational content and sign up for my monthly(ish) newsletter to access the free guide, “7 Questions Professional Women Should Ask Before Hiring a Financial Planner”. When you subscribe, I’ll also keep you up to date on KKFP’s blog posts, video content, educational webinars, and more. 

Disclaimer: This blog post is not intended to be a substitute for specific financial, tax or legal advice. The video is for general informational purposes only. Reproduction of this material is not permitted without written permission.