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Maximize RSU gains Pay minimum taxes All on autopilot
San Francisco, United States
Overhyped. It's basically just a fancy 10b5-1 plan with some tax optimization thrown in. You can probably get the same results working with a good financial advisor but it'd be more expensive. I guess value is there, just depends what you want to do
I'm not a finance person AT ALL and used to just let my RSUs pile up. This is much better
I put 50% of my RSUs through Candor and let it work in the background, then I manage the other half myself when I want to make bigger moves
Had 3 years worth of RSU grants at all different strike prices and was looking at a massive $24k tax bill when I needed to sell. The tax optimizer managed to turn that into a $12k tax writeoff instead. Pays for itself
No more logging into E-trade, I just use candor. $250 per year is well worth it
Does what it says but the interface could be more intuitive. Took me a few tries to understand but at least phone support was top. Once you get it though, it's pretty hands-off
Been recommending this to all my coworkers. Easy setup and I love not having to think about when to sell or how much. I don't use the ETF auto-reinvestment option but I might change that. I like that I don't have to think about RSUs anymore.
Bought a house this year with my RSUs - A+ candor is great
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