Articles
Why Summer Can Be a Strategic Time for Tax Planning
Many people only think about taxes when the calendar forces them to — in March and early April, when the filing deadline looms. By then, the focus is almost entirely […]
The 529 Playbook: From College Savings Tax Breaks to Legacy Planning
When it comes to saving for education, a 529 plan offers flexibility, potential tax benefits, and features designed for long-term planning. While often associated with college savings, 529 plans may also […]
Helping Clients Maximize Education Tax Savings: 529 Plans and the AOTC
How to Coordinate Your 529 Plan with the American Opportunity Tax Credit Introduction If you’re saving for college with a 529 plan, you’re well ahead of the game—but there’s still an […]
Beyond Tuition: The 529 Plan as a Family Stewardship Tool
For many families, a 529 plan is seen as a straightforward savings tool for college. Simple. Purpose-built. Limited in scope. But for those looking to approach legacy planning with greater […]
Tuition, Taxes, and Timing: How to Make the Most of Your 529 Plan Right Now
As college students prepare for move-in day and parents brace for tuition payments, the 529 plan emerges once again as a financial powerhouse—not just for saving, but for proactive tax […]
Unlocking the Benefits of Roth Conversions: Insights from Resolute Wealth Advisor
Roth IRAs can be powerful tools for long-term wealth planning. While direct contributions may be limited based on income, strategic Roth conversions allow you to shift funds from traditional IRAs […]
Strategic Roth Conversions: Asset Location & Roth Conversions
👉 Watch Now: “Strategic Roth Conversions – Asset Location & Roth Conversions” In our latest video, Brayden Thomas explains: Learn the differences between taxable, tax-deferred, and tax-free accounts Discover which […]
Strategic Roth Conversions: Passing On Wealth, Not Taxes
👉 Watch Now: “Passing On Wealth, Not Taxes: The Legacy Advantage of Roth Conversions” ⏱️ What You’ll Learn: The key differences between Traditional IRAs and Roth IRAs in estate planning […]
Strategic Roth Conversions: A Blueprint to Lowering Your Lifetime Tax Bill
👉 Watch Now: “Strategic Roth Conversions – Turning Theory Into Reality” In our latest video, Beau Bryant walks through how this planning process plays out in real time: Identifying […]
Strategic Roth Conversions: Identifying Conversion Opportunities
👉 Watch Now: “Strategic Roth Conversions – Identifying Conversion Opportunities” In our latest video, Ryan Geary explains: What is a Roth Conversion? When and why it makes sense Key tax […]
5 Smart Moves to Make in a Volatile Market
While periods of market volatility may bring challenges, they may also present opportunities. Taking a measured approach can help align your financial strategy with today’s conditions — while keeping long-term […]
Which is Sturdier – A Three-Legged Stool or a Four-Legged Chair?
Four-Factor Investing: Quality, Value, Momentum, and Size Recently, we streamlined and enhanced our core investing strategy and moved from a three-legged stool to a four-legged chair. And, while we can make no […]