Be WELLthy Blog

RSU Taxes: Hit Safe Harbor Early and Keep Your Money Working

By Bryce Baker, CFP^® | Dec 08, 2025 |

RSU taxes can create unexpected bills. Meeting safe harbor early may reduce penalties and make your cash flow more predictable.

December 03, 2025 |

Navigating New 401(k) Catch-Up Contribution Rules

The 401(k) is one of the easiest ways to build retirement wealth, but starting in 2026, high earners must make catch-ups to a…

December 01, 2025 |

Why Rising Stock Prices Can Lead to RSU Underwithholding

Rising stock prices can leave RSU withholding behind. Learn the steps that may help you stay ahead of unexpected tax bills.

November 24, 2025 |

Support Charitable Giving With RSUs and DAFs

Learn how donating appreciated RSUs to a donor-advised fund may offer tax advantages, support charitable goals, and help redirect concentrated equity.

November 17, 2025 |

Selling RSUs Is a Long-Term Wealth Strategy

Selling RSUs is a long-term strategy. Learn how thoughtful selling may reduce concentration risk and support your broader financial plan.

November 12, 2025 |

When To Sell a Losing Stock

Learn how tax-loss harvesting within a Personal CFO approach helps reduce taxes and align money with your values.

November 10, 2025 |

Target Date Funds Could Be Slowing Your Retirement Growth

Target Date Funds may feel safe, but they could slow your retirement growth. Learn smarter portfolio strategies for your 20s and 30s.

November 05, 2025 |

Tax Planning Checklist: Maximize Savings and Minimize Stress

Make 2026 tax planning easier by reviewing income, deductions, RSUs, and major transactions now to avoid surprises and stay ahead.

November 03, 2025 |

Strategic Tax Decisions With Stock Options and RSUs

Smart tax strategies can turn your stock options and RSUs into long-term wealth. But plan around income, AMT, and concentration risk.

October 27, 2025 |

Does Your Advisor Have Blinders On?

Returns aren’t the whole story. Real advisory value comes from seeing your full financial picture — taxes, goals, and life all working together.