What is the NVIDIA RSU vesting schedule?

RSUs typically vest quarterly over 4 years, but refreshers may have different timelines.

Can’t I just manage my NVIDIA RSUs and ESPP on my own?

You could, but most employees either don’t have the time or the tools to track vesting schedules, tax withholding, blackout periods, and diversification strategy all at once. We help you avoid costly mistakes (like surprise tax bills or overconcentration in NVDA stock) and make smarter, more confident decisions with your equity.

Can I do a Mega Backdoor Roth at NVIDIA?

Yes. NVDA allows you to contribute to an after-tax 401(k) which then requires you to convert this to a Roth IRA. We’ll help you set this up. This strategy involves multiple steps and can trigger unexpected tax consequences if not executed correctly. We highly recommend that you speak with a financial advisor who understands NVIDIA’s plan structure (like our specialists at Mercer Advisors) and check with your 401(k) plan administrator to help ensure your setup is correct.

What happens if I sell during a blackout period?

As an NVDA employee, you are prohibited from selling during the blackout period. We help you plan around blackout windows to avoid liquidity issues.

I already have access to Charles Schwab’s Financial Concierge through NVIDIA. Why would I need additional help?

Schwab’s Concierge service is a great starting point, and we partner with Charles Schwab as a custodian, so you can keep all your NVIDIA assets there if you choose to work with us. We can complement what Charles Schwab does for you by developing a customized financial plan that incorporates your whole financial life – from tax and estate planning to insurance and more.

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