RSU Strategy: When and How to Sell Your Stock

Restricted Stock Units can be a powerful wealth-building tool for corporate executives, but they come with important decisions about timing, taxes, and portfolio diversification. In this episode of Purposeful Planning, we break down the key factors executives should consider when managing RSUs—from understanding vesting schedules to avoiding over-concentration in company stock. Learn how to make strategic decisions that align with your overall financial goals. 

Sources:   

1. https://www.aspenwealthmgmt.com/resource-center/financial-planning/knowing-how-and-when-to-sell-rsus  
2. https://www.aspenwealthmgmt.com/resource-center/blog/understanding-your-options  

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  

This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.  

Aspen Wealth Management is a registered investment advisor with the SEC. 

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