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
        • How the SECURE Act changed inherited IRA distribution rules
        • Why timing a Roth conversion can reduce both your and your heirs’ tax burdens
        • How to structure a tax-efficient, multigenerational wealth strategy

You’ve spent a lifetime building your wealth—now it’s time to protect it for the next generation.

In this video, Scott Hohman, President and Senior Wealth Advisor at Resolute Wealth Advisor, explains how Roth conversions can be used not just as a tax-reduction tool for retirement, but as a powerful strategy for legacy and wealth transfer planning.

Learn how converting pre-tax retirement assets into Roth IRAs today can help your heirs receive tax-free income tomorrow—while avoiding unnecessary taxes and preserving your legacy for years to come.

💡 Want to explore whether Roth conversions fit your retirement and legacy plan?

Schedule a conversation with our team today

The views expressed represent the opinion of Resolute Wealth Advisor, Inc. (RWA). The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While RWA believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and the RWA’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.