RSUs 101: Taxes, Vesting, and Wealth-Building Strategies

If you’ve been offered or granted RSUs, you might be asking three big questions: what are they? What do I do with them? And, can I use them to build my wealth? In this video, James Bashall, a financial advisor and Chief Product Officer at NerdWallet Wealth Partners, explains how you can integrate RSUs into financial planning. That includes breaking down some of the top considerations around vesting, taxation, and planning strategies. By the end, you’ll have a better understanding of how RSUs may fit into your finances and steps you could take to make them work for you. 👉 Learn more about how NerdWallet Wealth Partners here: https://www.nerdwalletwealthpartners.... #financialadvisor #financialplanning #rsu #taxes #vesting #investment NerdWallet Wealth Partners, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. The views expressed here are subject to change at any time based upon market or other conditions and are current as of the date of the recording. The information, analysis, and opinions expressed are for general information only and are not intended as specific investment, tax, or legal advice for any individual or entity. This platform is solely for informational purposes and the information discussed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Before making any investment decision seek advice from a qualified investment, legal or tax professional. Advisory services are only offered to clients or prospective clients where NerdWallet Wealth Partners, LLC and its representatives are registered. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NerdWallet Wealth Partners, LLC unless a client service agreement is in place. Comments by viewers or third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted or sorted in any way. (if applicable) certain editing of personal identifiable information was deleted to preserve the confidentiality of persons on this site.