Tag
financial-planning
3 posts tagged financial-planning
- RSU Management·
RSU diversification for Indian employees: when to sell, how much to keep, and what to do with the proceeds
Holding all your RSU shares in one stock is concentration risk. Here's how Indian RSU holders should think about when to sell, how the 24-month LTCG threshold changes the calculus, how to set a systematic sell schedule, and where to put the proceeds.
- US Investing·
Funding life goals with RSUs: house down payment, 529 college savings and goal-based selling
How US employees turn RSU vests into real-life goals — house down payments (and getting RSU income to count for a mortgage), 529 college savings with superfunding, and bucketing volatile shares against near-term goals.
- US Investing·
Pay down the mortgage or invest RSU proceeds? The real math
Should you pay extra principal or invest RSU proceeds? Compare the guaranteed after-tax mortgage return to the expected after-tax investment return — and the crossover.