Early Retirement, tax strategy, equity compensation David Lundberg, MBA, MSCJ, Founder, Financial Planner Early Retirement, tax strategy, equity compensation David Lundberg, MBA, MSCJ, Founder, Financial Planner

RSUs, Stock Options, and Early Retirement: What High Income Earners Should Understand

High-income earners often build wealth through RSUs, stock options, retirement accounts, and brokerage investments. But accessing that money before age 59½ requires thoughtful planning. This article explains vesting schedules, tax treatment, early retirement income bridges, and key rules such as the Rule of 55 and 72(t).

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