RSUs: Hedged Income & Protection
If you would like to enhance your Restricted Stock Units (RSUs), or company stock options, or diversify your investment portfolio without selling shares, we can explain up to three easy strategies that seek to optimize your objective.
We illustrate the specific extra (hedged) income you can receive, which is materially greater than our flat advisor fee equal to 1.0% of assets under management. We only benefit when you benefit.
Strategies
#1: Receive Income & Protection
#2: Diversify Your Portfolio Without Selling
#2: Diversify Your Portfolio Without Selling
Keep holding your RSUs, while generating extra (hedged) income that serves as a buffer of protection in case shares fall.
#2: Diversify Your Portfolio Without Selling
#2: Diversify Your Portfolio Without Selling
#2: Diversify Your Portfolio Without Selling
Your extra (hedged) income received can be re-invested across different assets if you seek to diversify your portfolio without selling.
#3: Tax Deferral
#2: Diversify Your Portfolio Without Selling
#3: Tax Deferral
Defer the year in which you realize gains and pay taxes, while establishing a selling price with substantial downside protection.