Navigating RSUs to secure future income
Mark Davidson, facing a high tax burden in California and relying heavily on his pre-IPO company RSUs, sought to diversify his portfolio and establish a reliable income source for retirement. He was concerned about the concentration risk of his wealth being tied to a single company and the tax implications of selling shares to fund retirement.
Using Golden Door Asset's Dividend Calculator, we analyzed Mark's existing portfolio and projected the potential dividend income from reallocating a portion of his RSUs into high-quality, dividend-paying stocks and ETFs after his company IPOs. We modeled various scenarios, demonstrating how a $500,000 investment could generate approximately $30,000 in annual dividend income based on an average dividend yield of 6%.
The Dividend Calculator allowed us to input hypothetical stock selections and dividend yields to project annual income. We also used the Tax Equivalent Yield Calculator to illustrate the after-tax impact of dividend income, factoring in Mark's California tax bracket.
$30,000 in annual dividend income supplementing retirement savings, plus reduced concentration risk.
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