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TAN Wealth Management

Overview:- What are restricted stock units? - Grant date explanation.- Vesting period explanation.- Types of vesting schedules.- How to estimate your restricted stock units (RSUs) and restricted stock value? - What is an Internal Revenue Code Section 83(b) election? - Dividends.- Vesting Date.- Internal Revenue Code section 409A.- Tax withholding methods starting with the highest risk due to a concentrated stock position.- Examples of tax withholding methods.- Stock Swap.- Estimated tax due.- Sell Date.- What should I do after my restricted stock units and/or restricted stock vested?- If you sell the employer’s stock, you should understand your tax liability. - Avoid insider trading with a Rule 10b5-1 Trading Plan.- What you should know about restricted stock units and restricted stock plans.- Questions to ask your employer so you can truly understand your restricted stock units and restricted stock plans.- Choices you need to decide to optimize your restricted stocks units.- Tracking your restricted stock units and restricted stock is key. - Frequently asked questions on restricted stock units (RSUs) and restricted stock.- How can I maximize my restricted stock units and/or restricted stock? - What are the top 3 things to love about restricted stock units (RSUs) and restricted stock?- What are my restricted stock units and/or restricted stock cost basis, and what happens to the shares my company withholds for taxes?- My restricted stock units and/or restricted stock vested, I sold shares of my employer’s stock at a loss, how am I taxed?- What happens to my restricted stock units and/or restricted stock when my company’s stock splits? - When should I sell my restricted stock units (RSUs) and/or restricted stock? - What are the disadvantages of restricted stock units and restricted stock?- What are the common mistakes with restricted stock units and restricted stock?- Problems with restricted stock units (RSUs) and restricted stock employees are confused about. - How are restricted stock units (RSUs) and restricted stock taxed?- Taxation summary.- Restricted stock units summary.- Strategies to consider with restricted stock units and restricted stock.- Take advantage of the volatility in the stock price.