Your peak earning years are also your peak tax years, and for households earning $500,000 or more, the gap between reactive and proactive tax planning is often measured in six figures over five years.

In this video, Christina walks through a real-world Northern Virginia scenario: a dual-income household with RSUs, a non-qualified deferred compensation plan, a federal pension, an appreciated home, and a Florida property bought with retirement in mind, and the five planning opportunities sitting untouched on their tax return.

What’s covered:

• Reading your tax return as a planning document, not a bill

• RSU vesting and concentrated-position strategy for senior executives

• The Roth conversion window between federal retirement and age 70

• Deferred compensation distribution elections (and why they’re often irrevocable)

• Florida domicile planning for dual-state households

• Donor-advised funds and charitable giving structure for appreciated assets

The client described here is a composite archetype based on real-life scenarios, not an actual individual client. Names and identifying details have been changed. This content is for educational purposes only and does not constitute financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation.

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Want information about RADIANT Wealth Planning?

Schedule an introductory meeting with Christina or email Christina with any questions: Christina@RadiantWealthPlanning.com

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