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How an Executive Used RSUs and Company Stock Planning to Retire 5 Years Early

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The Challenge

Sarah, a C-suite executive in a Fortune 500 company, had accumulated substantial Restricted Stock Units (RSUs) and company stock over her career. With her sights set on early retirement, she was concerned about tax implications, market volatility, and whether her assets could sustain her lifestyle for decades.

Our Approach

Artisan Financial Strategies collaborated with Sarah to:

  • Optimize Timing: Developed a structured plan for diversifying her company stock to mitigate concentrated risk while minimizing tax liabilities.

  • Tax-Efficient Withdrawals: Coordinated with her CPA to implement strategies that leveraged long-term capital gains rates.

  • Lifestyle Projection: Created a comprehensive financial plan that integrated her RSUs with retirement savings and future income needs.

  • Transition Planning: Identified philanthropic opportunities to align with Sarah’s desire to give back while maximizing her financial legacy.

The Outcome

Sarah transitioned into early retirement at 55, confident that her diversified portfolio could support her lifestyle. She established a donor-advised fund, enabling her to make meaningful contributions to causes she cared about while enjoying tax advantages. Today, Sarah spends her time traveling and mentoring young women leaders.

Let's talk!

Phone: (770) 587-0281
Email: mmoore@artisanfsonline.com

1125 Cambridge Square, Suite C
Alpharetta, GA 30009

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Disclosure

Meredith Moore is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, AR (AR Insurance License #3984114), CA (CA Insurance License #0D60252), CO, FL, GA, LA, MD, ME, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Meredith Moore is licensed and authorized to offer insurance in California and Arkansas, but Artisan Financial Strategies, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Meredith Moore is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1125 Cambridge Sq Ste C, Alpharetta, GA, 30009, 770-587-0281. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, CA, CO, FL, GA, KY, LA, MD, ME, MI, MS, NC, NE, NJ, NM, NY, OH, OK, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Meredith Moore is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, CA, CO, FL, GA, KY, LA, MD, ME, MI, MS, NC, NE, NJ, NM, NY, OH, OK, SC, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Adam Tolliver is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, AZ, CA (CA Insurance License #0L03742), CO, FL, GA, LA, MD, MI, NC, NJ, NM, OH, PA, TN, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Adam Tolliver is licensed and authorized to offer insurance in California, but Artisan Financial Strategies, LLC may not be. For additional information on California licensure status, please click here.

Adam Tolliver is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1125 Cambridge Sq Ste C, Alpharetta, GA, 30009, 770-587-0281. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, CA, CO, DC, FL, GA, IL, LA, MD, MI, MS, NJ, NM, NY, OH, TN, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Adam Tolliver is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, CA, CO, DC, FL, GA, IL, LA, MD, MI, MS, NJ, NM, NY, OH, TN, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Artisan Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Artisan Financial Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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