Five Strategies to Prevent Regret After Your RSUs Vest

Having a plan to cover taxes, diversify and set goals can help improve future outcomes with your restricted stock units.

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(Image credit: Getty Images)

Employees of publicly traded technology companies are familiar with the roller-coaster ride stock prices have been on in recent years.

In 2022, many tech giants watched their stock prices tumble by 40% to 50%, leaving employees who had a large stake in company shares and restricted stock units (RSUs) wondering what to do. In addition to seeing drastic drops in net worth, uncertainty about job security also became a real concern. Regret was the overwhelming sentiment.

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Travis Gatzemeier
Founder, Kinetix Financial Planning

Travis Gatzemeier is a CERTIFIED FINANCIAL PLANNER and founder of Kinetix Financial Planning. Travis specializes in helping growth-minded entrepreneurs and equity-compensated professionals build financial flexibility and reduce taxes. He has been in the financial services industry since 2010 and has been recognized as a top 100 financial adviser by Investopedia.