Episode 116 – RSUs vs. RSOs and What Employees Should Know
May 11, 2026
Stock options can be a valuable part of compensation, but they also come with important tax considerations, vesting schedules, and investment decisions.
In this conversation, Jeremiah and Laura break down the differences between RSUs and RSOs, explain how vesting works, and discuss why many employees feel overwhelmed when trying to make decisions around concentrated stock positions and taxes. They also walk through common planning considerations for tech employees, startup professionals, and anyone receiving equity compensation through work.
Whether you’re newly receiving stock compensation or trying to better understand an existing plan, this episode highlights why having a long-term strategy matters.
#Stocks #RSUs #FinancialPlanning #WealthManagement #EquityCompensation
Reach out at [email protected]
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: [email protected]
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadv.com
This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.