RSUs Explained: What You Own, Tax Traps & Pros and Cons
RSUs—Restricted Stock Units—are a popular form of compensation, especially in tech and high-growth companies. But what do you actually own when you’re granted RSUs? And what tax surprises should you be prepared for? In this video, we break down everything you need to know about RSUs: 🔍 What You’ll Learn: What RSUs Really Are: Understand the difference between being granted RSUs and actually owning shares. We explain how vesting works and when you gain full ownership. The Tax Trap Most People Miss: RSUs are taxed as income when they vest—not when you sell. That means you could owe taxes on shares you haven’t sold, and if the stock drops, you could be left with a tax bill on value you never realized. Pros and Cons of RSUs: ✅ No upfront cost to receive shares ✅ Potential for long-term growth ✅ Aligns your success with the company’s ⚠️ Taxed at vesting, not sale ⚠️ No dividends or voting rights until shares are delivered ⚠️ Value depends entirely on stock performance Whether you're new to RSUs or looking to better manage your equity compensation, this video gives you the clarity you need to make smart financial decisions. Follow Us for More Financial Insights! 🌐 Website: https://advisor.wellington-altus.ca/a... 🐦 X (Twitter): https://x.com/ageswealth 📸 Instagram: / ageswealth 🎵 TikTok: https://www.tiktok.com/@ageswealth?la... The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. ©2025 Wellington-Altus Private Wealth Inc., ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca

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