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When to sell RSUs

The most common RSU question has a surprisingly clean answer for most people: selling at vesting is usually the rational default, and holding needs a real reason.

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The key insight: vesting = a cash bonus you reinvested

When RSUs vest, you pay income tax on the full value and receive shares. Financially, that is identical to receiving a cash bonus and immediately using it to buy your employer's stock at the market price. So the real question is not "should I sell?" but "if I had this much cash, would I choose to buy this much of my employer's stock today?" For most people the honest answer is no — which points to selling.

Why there is little tax cost to selling at vesting

A common myth is that selling right away triggers a big tax. It does not. Your cost basis is the vesting-date value, so if you sell immediately the capital gain is roughly zero — there is little or nothing extra to tax beyond the income you already owe at vesting. You can diversify at vesting almost tax-free. Holding does not avoid the vesting income tax; that is due either way.

The case for holding

Holding only helps if the stock keeps rising, and it comes with two costs: concentration risk (your job and savings tied to one company) and the fact that any gain while holding is taxed — short-term at your ordinary rate if under a year. If you hold more than a year, further gains get the lower long-term rate, but you are taking real single-stock risk to get there. Hold only if you would actively choose to buy the stock with cash and can afford the risk.

A simple decision rule

Sell at vesting and diversify unless you have genuine, informed conviction in the stock and your total company-stock exposure is within a level you are comfortable losing. A common guideline is keeping any single stock under 5-10% of your portfolio. If vesting pushes you above that, sell the excess.

Don't forget the withholding gap and basis

Two housekeeping points regardless of when you sell. First, the default 22% withholding is often too low, so plan for the gap at filing. Second, whenever you do sell, make sure your cost basis is reported as the vesting-date value, not $0, or you will be double-taxed. Both are covered in our RSU tax and double-taxation guides.

A quick example

100 shares vest at $80 = $8,000 income, taxed now. If you sell the same day at $80, your gain is $0 and there is no extra capital-gains tax — you simply diversify $8,000 (minus withholding) into other investments. If instead you hold and the stock drops to $50, you still owed tax on the original $8,000 but your shares are now worth $5,000. That asymmetry is why selling at vesting is the low-regret default.

Frequently asked questions

Should I sell my RSUs as soon as they vest?

For most people, yes. Because your cost basis is the vesting value, selling immediately triggers little or no capital-gains tax, and it diversifies you out of concentrated company stock. Holding only makes sense with genuine conviction and manageable risk.

Do I pay extra tax if I sell RSUs right away?

Very little. You owe income tax at vesting either way; selling immediately produces almost no capital gain because the sale price is close to your vesting-date basis.

Is it better to hold RSUs for long-term capital gains?

Only if the stock rises enough to justify the single-stock risk. Holding more than a year gets the lower long-term rate on further gains, but you are exposed to your employer both as an employee and an investor.

How much company stock is too much?

A common guideline is keeping any single stock under 5-10% of your portfolio. If vesting RSUs push you above that, selling the excess and diversifying reduces risk.

Sources & methodology

Based on standard U.S. treatment of RSUs. References: IRS Publication 525, Form 8949 instructions. Educational, not investment advice. Tax year 2026. Last updated 2026-07.

⚠️ Educational content only — not tax advice. Your actual tax depends on your full situation and current law. Confirm with a qualified professional before acting.