Financial Planning: Diversification

Sell Or Hold RSU Shares At Vesting? 3 Approaches To Consider This is premium content

Meg Bartelt, CFP®
When your restricted stock units (RSUs) vest, you have a lot of wealth tied up in one stock. How many of your RSU shares should you sell? How many should you hold? This article presents ways to approach your best answer to those key financial-planning questions.
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