I’m surprised by how often financial planners will recommend to all their clients that they sell all their RSUs. Sometimes, this is the correct answer. But I think this conversation deserves nuance. Whether navigating thousands, hundreds of thousands, or especially millions of dollars, managing your RSUs is one of your most important financial decisions. So, let’s have a strategy.
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Whether you are on the verge of an IPO, liquidity event, tender offer, or have been building up cash for a specific goal, you may be wondering, how you can optimize what you doing with your cash, above and beyond using a high-yield savings account. Here are some of the options I’ve been discussing with clients lately and have been using in client accounts to optimize large cash holdings (above $100k) with a focus on tax efficiency.
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