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Accepting New Clients

Selling RSUs Immediately vs. Holding

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RSUs

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Capital Gains

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Sell vs. Hold

The tax on your RSUs already happened at vest. What happens next is a separate decision: sell immediately for no additional gain or loss, or hold and take on capital gains treatment, short-term at ordinary rates, long-term at the lower preferential rate.

Selling RSUs Immediately vs. Holding

#

RSUs

#

Capital Gains

#

Sell vs. Hold

The tax on your RSUs already happened at vest. What happens next is a separate decision: sell immediately for no additional gain or loss, or hold and take on capital gains treatment, short-term at ordinary rates, long-term at the lower preferential rate.

RSU Supplemental Rates

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RSUs

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Withholding

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California

Federal RSU withholding usually runs below your real tax bracket, while California's runs above it, so the same vest can leave you owing the IRS and getting a state refund at the same time.

RSU Supplemental Rates

#

RSUs

#

Withholding

#

California

Federal RSU withholding usually runs below your real tax bracket, while California's runs above it, so the same vest can leave you owing the IRS and getting a state refund at the same time.