RSU Tax & Selling Optimizer

Optimize your equity compensation strategy. See tax implications of different sell strategies and AMT exposure.

Your Inputs

Annual Salary ($)

Total RSU Grant (shares)

Current Stock Price ($)

Shares Vested

Grant Type

State

Vested Value

$37,500

Marginal Tax Rate

24%

Ordinary Income Tax

$9,000

Effective Tax Rate

6.0%

$28,500

Sell all shares as they vest. Ordinary income tax at 24% federal + 0% state.

Tax paid:$9,000

$14,250

Sell 50% to cover taxes, hold remainder for potential LTCG treatment at 15%.

Tax paid:$4,500

$31,875

Hold all vested shares for at least 1 year. LTCG rate: 15% + 0% state. Concentrated position risk applies.

Tax paid:$5,625

Alistair can analyze your situation in depth, remember your numbers, and give you a customized plan.

What Alistair will see:

RSU Tax Analysis: 250 vested shares at $150/share = $37,500 vested value. Includes tax impact analysis by sell strategy.

Alistair gives you everything a traditional advisor does — plus tax strategy, estate planning, and 24/7 access — for a flat subscription.

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