Tag
exchange-funds
2 posts tagged exchange-funds
- RSU Management·
What to do with vested RSUs: the diversification playbook for US employees
Vested RSUs leave you over-concentrated in one stock that also signs your paycheck. The diversification playbook: sell-at-vest math, completion portfolios, direct indexing, exchange funds, and 10b5-1 plans.
- RSU Management·
Exchange funds (swap funds) for a concentrated employer-stock position
How US employees use exchange funds (swap funds) to diversify a large, low-basis employer-stock position tax-deferred — the 7-year lock-up, fees, eligibility, and when an outright sale beats it.