Calculator | Dynamic planning tool
RSU Tax Calculator
Plan around vesting events so you are not surprised by under-withholding or concentration risk.
This calculator estimates
- Gross vesting value
- Estimated tax
- Withholding gap
Estimate
Your results
Educational estimate only. This tool does not provide legal, tax, investment, or financial advice. Assumptions may not reflect your full situation.
How to use this estimate
RSUs are usually taxed at vest
For many employees, RSUs are treated as ordinary wage income when they vest. Employer withholding may not fully cover the final tax bill.
Coordinate equity with estimated taxes
If your vesting value is large, estimated tax payments or withholding adjustments may help reduce penalties and cash-flow stress.
More calculators
Stock Options
Estimate exercise cost, current spread, and a future value scenario for employee stock options.
Open calculator
Cost of Advice
Compare a percentage-based advisory fee with a transparent annual planning fee.
Open calculator
Home Affordability
Estimate a comfortable home price using income, debt, down payment, taxes, insurance, and mortgage assumptions.
Open calculator