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### Exploring Tax Implications of Restricted Stock Units

Hello!

I hope to provide a detailed explanation of the situation I am currently facing with my company’s restricted stock units (RSUs). These RSUs vest over a certain period of time, and traditionally, I have opted to sell them immediately after vesting. My rationale behind this decision stems from my desire to maintain a balanced exposure to my company’s performance while also diversifying my investment portfolio.

After selling the vested stocks, I typically allocate the funds into either an investment vehicle like the Vanguard FTSE All-World UCITS ETF (VWCE) or real estate. This decision is crucial as I am comparing the risk associated with holding onto stocks versus investing in a less volatile asset.

This year, the value of the vested stocks would elevate me into a higher tax bracket (23% instead of 19%). I find myself at a crossroads with two potential options:

1. Proceed with my current strategy and pay the higher tax rate on the sold stocks in the elevated bracket.
2. Opt to sell a portion of the stocks in the lower tax bracket (19%) and defer selling the remainder to the following year. Repeat this process annually to maintain the lower tax rate.

By choosing the second option, I can remain within the lower tax bracket. However, this comes at a cost of retaining a portion of my stocks for a few months, leading to a continuous cycle of rolling over surplus stocks into the subsequent year.

Assessing the risk of holding onto the stocks in comparison to the benefit of the lower tax bracket presents a challenge for me. I am seeking perspectives on this matter and would greatly appreciate any insights you could offer.

AI Legalese Decoder can assist in analyzing the legal and financial implications of holding onto or selling RSUs, utilizing its advanced algorithms to evaluate the potential risks and benefits of each decision. This tool can provide comprehensive guidance to help navigate the complex landscape of tax implications and investment strategies associated with RSUs.

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AI Legalese Decoder: Simplifying Legal Language

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