Quick Tip Tuesday - RSUs Explained: Vesting, Taxes, and the Risks of Holding

Restricted Stock Units may look simple, but their tax implications and concentration risks can catch employees and executives off guard. In this Quick Tip Tuesday episode, Dave Baker and Ken Handy explain how RSUs vest, when they become taxable, how post-vesting gains are treated, and why withholding may not cover the full tax obligation for higher-income earners. They also discuss the decision to sell or hold vested shares and the importance of developing a written strategy based on your individual circumstances. PPG-9051594.1(08/26)(exp.08/30)