Part 2: RSU Mastery — Turning Stock Compensation into Lasting Wealth скачать в хорошем качестве

Part 2: RSU Mastery — Turning Stock Compensation into Lasting Wealth

In Part 2 of The Legacy Group’s From Growth to Legacy Webinar Series, we break down a practical Financial Independence Blueprint built for high earners—especially professionals in tech and healthcare—who want real clarity on “how much is enough” and how to make progress without relying on outdated rules of thumb. In this session, you’ll learn: ✅ Why the 70% income-replacement rule often fails high earners ✅ How the Success Graph reveals the real savings shortfall ✅ The Financial House Blueprint to align savings, taxes, risk management, and legacy planning ✅ The Three Circles savings framework to ramp from 7% → 12% → 15–20% ✅ A preview of tax planning moves to consider before 2026 If you’d like help applying these frameworks to your situation, schedule a consultation with The Legacy Group. Book Your Consultation Now: 👉 https://go.legacygroupny.com/consult-... Chapters 00:13 Welcome & Session Kickoff 01:09 What This Webinar Covers (RSU Mastery Overview) 04:01 RSUs Explained + Vesting Basics 05:29 Real-World RSU Example (Grant → Vest → Taxes) 08:18 Pros, Pitfalls & What to Watch For 12:42 RSU Tax Events (Vesting vs Sale) 15:01 Double Taxation Trap + How to Avoid It 23:58 Concentration Risk (Too Much in One Stock) 31:32 4 Key Actions (Withholding, Diversify, Coordinate, Advisors) 44:11 Q&A + Key Takeaways & Next Steps CRN202812-10119440