Latest / Beyond The First Million
Tax Planning Strategies for High Income Earners (Part 1) | Ep. 24
A $30,000 tax refund is not a win. It is a 12-month, interest-free loan to the government.
For high earners with RSUs and bonuses, taxes rarely land the way people expect. Equity and bonuses are typically withheld at 22%, while many dual-income households are in the 37% bracket. That gap shows up every April as a large bill, a scramble to sell stock to cover it, and underpayment penalties many people do not realize they are paying.
The real question is not how to lower your tax bill this year. It is how to lower your lifetime tax bill, and that starts with knowing what you owe before the IRS…
The skinny
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