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How do you optimize RSU tax planning as part of overall wealth management?

RSU optimization involves:

  • Vesting timing: Planning for tax impact when RSUs vest
  • Sell-to-cover strategies: Determining optimal percentage to sell for tax payments
  • Diversification timing: Avoiding concentration risk while minimizing taxes
  • Tax-loss harvesting: Using RSU sales to trigger loss harvesting in other positions

Range can integrate RSU planning with your complete portfolio, ensuring vesting events don't create tax surprises and maintaining appropriate diversification.

Source: Range Blog - How Equity is Taxed, RSUs: How Restricted Stock Units Work 

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