RSUs Archives

Restricted Stock Units

RSUs are one of the most common forms of equity compensation at public tech companies – and one of the most misunderstood. Each RSU represents a promise to deliver a share of company stock upon vesting, at which point the full value is taxed as ordinary income. Knowing when to sell, how to manage concentration risk, and how RSUs fit into your overall tax and financial plan is what separates employees who build wealth from those who watch it erode. Leaf through the articles below to learn how RSUs work and how to make the most of them.

SpaceX Equity and New York Taxes: What NYC-Area Employees Need to Know

If you hold SpaceX equity and live in the New York City area, the IPO is a New York tax event, not just a federal one. And New York, bless its ambitious fiscal heart, never met a capital gain it wanted to leave alone. You need to know this before the window opens.

Jun 10, 2026|Categories: Alternative Minimum Tax, Financial Planning, ISOs, NSOs, RSUs|

OpenAI IPO Equity: What Every OpenAI Employee Needs to Know

You spent years helping build the most valuable AI company in the world. The IPO is filed, the clock is running, and the decisions you make in the next few months will determine how much of that wealth you actually keep. This is the plain-English conversation your calendar keeps postponing.

Jun 9, 2026|Categories: Alternative Minimum Tax, ESPPs, Financial Planning, ISOs, NSOs, RSUs|

Mega backdoor Roth IRA: the ultimate guide for tech employees (who are tired of paying the IRS)

You've maxed your 401(k), the Roth IRA door is slammed shut (thanks, income limits), and the IRS seems very pleased with itself. But the mega backdoor Roth IRA offers a surprisingly powerful workaround – one that can unlock tens of thousands of dollars in additional tax-free retirement savings each year, if your employer's plan allows it.

Jun 8, 2026|Categories: ESPPs, Financial Planning, ISOs, NSOs, RSUs|

The Filing That Changes Everything: Your Anthropic IPO Employee Equity Survival Guide

The S-1 is in. The banks are circling. October is closer than you think. If you're an Anthropic employee sitting on equity, this isn't a drill – and this is the guide your financial future deserves (no billable hours required).

Jun 3, 2026|Categories: Alternative Minimum Tax, Entrepreneurship, Financial Planning, ISOs, NSOs, RSUs|

UiPath RSU Reality Check

You believed in the mission, accumulated UiPath RSUs, and watched PATH touch $85. Now it's $12. Before you convince yourself it's "just temporary," here's what every UiPath employee actually needs to know – with a side of dark humor, because sometimes that's all you've got.

May 31, 2026|Categories: Financial Planning, RSUs|

10b5-1 Trading Plans: How to Finally Sell Your Company Stock Without the Stress

You can see your wealth. You just can't reach it. A 10b5-1 trading plan changes that – here's how corporate insiders use pre-arranged trading plans to sell company stock legally, automatically, and on their own terms.

May 18, 2026|Categories: Financial Planning, ISOs, NSOs, RSAs, RSUs|

Equity Compensation Financial Advisor in NYC

If you're a tech employee or founder in New York City sitting on stock options or RSUs and feeling uncertain about the right moves – you're not alone. Equity compensation is genuinely complicated, and the stakes are high. Fortrove Partners exists to give you the clarity and guidance you deserve.

Apr 20, 2026|Categories: 83(b) Election, Alternative Minimum Tax, Entrepreneurship, ESPPs, Financial Planning, ISOs, NSOs, QSBS, RSAs, RSUs|

12 Next