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.

You’ll understand one part- 
maybe taxes… maybe vesting… maybe whether to sell…

…but not how those decisions connect.

And that’s usually where things start to drift.

So instead of treating each topic separately, I’ve put this together as a simple path you can follow.

If you’re figuring out how RSUs fit into your life, start here.

The RSU Hub

1. Understanding RSU Compensation at Technology Companies

This is the place to start.

Just the mechanics, how RSUs actually work.
Vesting, overlapping grants, why your income moves around more than expected, and why the shares you receive never quite match what you had in your head.

 

2. How Are RSUs Taxed? A Guide for Technology Employees

This is where most of the surprises come from.

RSUs are taxed when they vest, show up on your W-2, and can quietly push you into a higher tax bracket.

And the withholding?
It often looks right… until it isn’t.

 

3. Financial Planning for Technology Employees with RSU Compensation

This is where things start to connect.

RSUs aren’t just compensation, they affect how you plan your income, how you think about big decisions, and how your overall financial picture evolves over time.

This is usually the point where people realize:
“Oh… this is bigger than I thought.”

 

4. Managing Concentrated Stock Positions for Technology Employees

This is the part that sneaks up on people.

You stay at a company for a while, the stock does well, and before you know it, a large part of your net worth is tied to one place.

Which isn’t necessarily wrong, 

…but it’s something you want to be aware of, on purpose.

 

5. Should You Sell RSUs Immediately or Hold the Stock?

This is the question I get the most.

And the honest answer is: it depends.

Not in a vague way, but in a your situation actually matters kind of way.

Portfolio, taxes, goals, how much you already have tied up in the company…

All of that comes first.

Then the decision follows.

 

Why I Organized It This Way

Most people look at RSUs one decision at a time.

Sell or hold.
Pay the tax.
Move on.

But over time, those decisions stack.

And whether they were connected or not starts to matter more.

This isn’t about doing anything perfectly.

It’s just about understanding what you’re actually working with…
and making decisions a little more intentionally.

If you go through these in order, that usually starts to click.

 

If This Feels Familiar

Schedule an Introductory Conversation

or

Explore Our Insights Library

 

--

Disclaimer: This is general information, not individualized tax or investment advice. Outcomes depend on your specific situation- please coordinate with your CPA or advisor.