Lakefolio turns a concentrated company stock into a clear, tax-aware sell plan so you know when to sell without guessing.

Joined August 2026
Even if you sold nothing, vest value still lands on this year’s W-2.
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If you would not buy that employer stock today with cash, holding the leftover shares is still a buy.
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At vest, payroll withholds 22%, or 37% once you pass $1 million from that employer. Neither figure is your tax rate.
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Sell leftover RSUs near the vest price and you add little tax beyond the W-2 the vest already made.
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Leftover shares cost more in California than in Texas. Count state tax before you sell.
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Shares from separate vests keep separate holding periods. Count each vest before you sell this year.
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Federal estimated tax is due September 15. Vest pay is already on this year’s return.
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Shares from different vests do not share a holding period. Count each vest before you sell this year.
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Leftover shares already counted as pay on the vest year’s W-2. Keeping them is a new buy of that stock.
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Sell leftover RSUs near the vest price and you add little tax beyond the W-2 the vest already made. Do you still want that stock?
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Payroll takes 22% at vest — or 37% over $1 million from that employer. That is not your tax rate. Did you run this year first?
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Today up to 319.0 million shares become eligible. Eligible is not sold. How many of yours belong in 2026?
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Federal estimated tax is due September 15. Vest pay is already on this year’s return. Are you adding a sale on top?
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Same sample. 20% a year vs sell every share you can this year. Tax $129,335 vs $71,382. $57,953 less tax on this sample. lakefolio.com
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Payroll takes 22% at vest, or 37% over $1 million from that employer. That is not your tax rate.
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Same sample. 20% a year vs sell every share you can this year. Tax $129,335 vs $71,382. $57,953 less tax on this sample. lakefolio.com
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Day 90 is September 9, not September 10. Up to 319.0 million shares become eligible that Wednesday.
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Same sample. 20% a year vs sell every share you can this year. Tax $129,335 vs $71,382. $57,953 less tax on this sample. lakefolio.com
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Same sample. 20% a year vs sell every share you can this year. Tax $129,335 vs $71,382. $57,953 less tax on this sample. lakefolio.com
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On September 9, up to 319.0 million shares become eligible. Eligible is not sold. How many of yours belong in 2026?
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