RTM RSU Calculator sheet

Description

Understand how Restricted Stock Units are distributed and taxed over 4-year vesting period. Vesting dates are 1st-year cliff followed by 1/16th payouts every 3-months.

• input RSU package and Stock price amounts (RSU Package, Stock Price)
• view vesting schedule details such as vesting date, vested share balance, total taxes owed, vested share value
• *Bonus* RSU Chart and Taxes 2019 (Federal, Social Security, Medicare, State and other)
• calculations will update automatically once setup values are inputted
• RSU Calculations tab will perform calculations to simulate the 4-year vesting period described from my blog post.
• https://rentthemortgage.com/are-rsus-taxed-twice/

Charlie Evans

Author Bio:
Charlie started Rent the Mortgage in 2019 to begin documenting his financial lessons with the intent of inspiring others to start their FIRE journey through real estate. He bought his first home at age 31 during a mortgage crisis in 2010 and has included real estate in his financial portfolio ever since. Charlie works in tech at Silicon Valley and recommends investing in employer-provided benefits such as RSUs, 401k, and ESPP. Charlie has been featured on Authority Magazine.

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