Resolute Videos

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.

Check out the blog for deeper strategies, and don’t hesitate to reach out if you want help fine-tuning your approach.

#TaxPlanning #CollegeSavings #529Plan #FinancialPlanning

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.

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.

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.

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.

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.

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