Why Summer Can Be A Strategic Time for Tax Planning
In this video, Beau Bryant, CFP® explains why July through September can be a useful period to review certain tax moves, and how proactive, year-round planning can sometimes help you.
Maximize Your 529 Plan with a Smarter Tax Strategy
Are you using a 529 plan to save for college? Great — but there’s a $2,500 annual tax credit you might be missing: the American Opportunity Tax Credit (AOTC).
Beyond College Savings: 529 Plans for Strategic Legacy Planning
In this short video, Scott Hohman, CFP® and President at Resolute Wealth Advisor, explores 529 plans and how this flexible account type could play a role in broader legacy and estate planning strategies.
Tuition, Taxes, and Timing: Review Your Strategic 529 Plan Now
Tuition bills are coming due, and your 529 plan could do more than you think.
In this short video, Beau breaks down how to use 529 contributions to cut your state tax bill, plan for legacy gifts, and even take advantage of the new Roth rollover option from SECURE 2.0.
Common 529 Plan Mistakes to Avoid | Education Planning Tips
Discover five common 529 college savings plan mistakes parents make and how to avoid them. Learn how to maximize tax benefits and financial aid eligibility.
Asset Location & Roth Conversions
In the final video of our Roth Conversion Planning Series, Associate Advisor Brayden Thomas explains how asset location — the strategy of placing the right investments in the right accounts — can enhance the long-term benefits of a Roth conversion.
Passing On Wealth, Not Taxes
In Part 3 of our Strategic Roth Conversion video series, 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.
Turning Theory Into Action
In part 2 of our Strategic Roth Conversion series, Beau Bryant, CFP® of Resolute Wealth Advisor, explains how we help clients move from understanding the idea of Roth conversions to implementing them with precision and purpose.
Smart Roth Conversions: A Tax-Savvy Retirement Strategy
In this kickoff to our Strategic Roth Conversion series, Ryan breaks down the foundational concepts you need to know. You’ll learn what a Roth conversion is, how it differs from a Roth contribution, and why this strategy may play a critical role in long-term tax planning and legacy planning.
The Wealth Advantage: Your Guide to Market Dynamics – Episode 1
Welcome to the first episode of The Wealth Advantage: Your Guide to Market Dynamics, our new quarterly video series designed to keep you informed about market trends and financial strategies. In this video, Ryan Geary, Associate