Unlock the potential of your equity compensation and build wealth.

Empower Your Financial Future: Master RSUs and ESPPs

Are you a young professional with stock options or an employee stock purchase plan (ESPP)? Understanding these valuable benefits is crucial for maximizing your financial potential. We’ll guide you through the complexities of RSUs and ESPPs, providing clear explanations and actionable strategies to help you make informed decisions.

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What are RSUs and ESPPs?

RSUs (Restricted Stock Units)

RSUs are a form of equity compensation, a promise from your company to give you shares of stock in the future. These shares are usually granted after you meet certain requirements, like working at the company for a certain amount of time (vesting). Understanding how vesting works and the tax implications is key to maximizing the value of your RSUs.

ESPPs (Employee Stock Purchase Plans)

ESPPs give you the opportunity to buy shares of your company’s stock at a discounted price, often through regular payroll deductions. This can be a fantastic way to build wealth and own a piece of the company you work for. Knowing the rules around holding periods and the difference between qualified and disqualifying dispositions is essential for making the most of your ESPP.

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Why Should You Care?

Maximize Financial Potential

RSUs and ESPPs can be powerful tools for wealth creation. Understanding how they work allows you to take full advantage of these benefits and build a stronger financial future.

Avoid Costly Mistakes

Not understanding the tax implications and other complexities of RSUs and ESPPs can lead to costly mistakes. We’ll help you navigate these complexities and avoid common pitfalls.

Make Informed Decisions

Strategic decisions about when to sell shares and how to incorporate them into your financial plan are crucial. We’ll empower you with the knowledge to make smart choices.

Jason Preti, CFP®

Your Trusted Guide

I believe that everyone should have access to clear and understandable information about equity compensation. My mission is to demystify RSUs and ESPPs, providing you with the knowledge and tools you need to take control of your financial future.

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Ready to take control of your equity compensation?

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