RSUs are simple to read on a pay stub and brutal to plan around. Default federal withholding is 22%, your marginal rate is 32-37%, and the gap shows up at tax time as a five-figure surprise. This hub covers the RSU planning playbook: cost basis, withholding gaps, double-trigger taxes, concentration risk, sale timing, and the 10b5-1 trading plan that lets you sell without insider concerns.
If your RSUs vest every quarter and you have never modeled the withholding gap, start here. The full guide walks through how RSU tax actually works, where the 22% withholding falls short, and the planning moves that close the gap before April.
Read the guide →Run your numbers before you read anything else. The model in your head is rarely the model on paper.
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