Tax Planning

If you work in tech, there’s a good chance a meaningful part of your wealth isn’t coming from your salary.

It’s coming from RSUs.

And in my experience, most people don’t struggle because RSUs are complicated…

They struggle because no one ever shows them how the pieces fit together.

Restricted Stock Units (RSUs) can be a powerful wealth-building tool for technology employees, but they can also create tax surprises if the rules are not understood upfront.

Many professionals assume RSUs work like a simple bonus. In reality, vesting can increase taxable income quickly, affect withholding, and influence later investment decisions.

Employees at large technology companies often receive a meaningful portion of their total compensation through equity incentives such as Restricted Stock Units (RSUs). While equity compensation can create significant wealth-building opportunities over time, it can also introduce additional complexity around taxes, diversification, and long-term financial planning.