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  • 480-247-9090
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  • About Us
    • Our Values
    • Our Team
  • Services
    • Wealth Management
      • Investments
      • Annuities
      • Life Insurance
      • Long-Term Care
      • End of Life
    • Retirement Planning
      • Custom Portfolio Design
      • Stress Testing and Fee Analysis
      • 401k, 403b Rollover
      • Social Security Optimization
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  • Scottsdale Wealth Advisory Gainey Center II 8501 N. Scottsdale Road, Ste 205 Paradise Valley, AZ 85253
  • (480) 247-9090
  • info@SWAFirm.com

Education

Scottsdale Wealth AdvisoryEducation
Alarm clock with a sticky note labeled “TAX” on it, symbolizing the timing and planning needed to manage taxes on annuity income effectively.
Advice

How Are Annuities Taxed? 3 Signs You’re Paying Too Much.

  • by scottsdalewa1
  • June 4, 2026
Scottsdale financial advisor analyzing 2026 tax planning strategies with a retired couple.
Blog, Retirement Planning, Tax Planning

Scottsdale Retirement Tax Planning: 5 Costly Mistakes to Avoid

  • by scottsdalewa1
  • June 4, 2026
Woman watering a tree that grows money, symbolizing growing retirement savings and strategic RMD planning to maximize tax efficiency.
Annuities, Blog

How Much Income Does a $250,000 Annuity Pay?

  • by scottsdalewa1
  • June 4, 2026
Annuity pros and cons for retirees shown with two arrow signs labeled pros and cons
Annuities, Blog

Annuity Pros and Cons for Retirees: What to Know in 2026

  • by scottsdalewa1
  • May 4, 2026
Retiree reviewing IRA distribution strategies on a laptop for tax-smart retirement planning
Blog, Tax Planning

“Too Much” in Your IRA? 4 Tax-Smart Distribution Strategies for Retirees

  • by scottsdalewa1
  • May 4, 2026
Retirement income planning decision with investments, Social Security, and annuities represented by winding roads
Blog, Retirement Planning

Are Your Investments, Social Security, and Annuity Working Together or Pulling in Different Directions?

  • by scottsdalewa1
  • May 4, 2026
Financial advisors reviewing annuity performance data on a tablet, highlighting the importance of the annual annuity review for maximizing returns.
Annuities, Blog, Investment Management

Annual Annuity Review: What We Check (and You Should Too)

  • by scottsdalewa1
  • April 4, 2026
Tax planning concept with magnifying glass highlighting percentage symbol over tax blocks, representing strategies to create tax-free income in retirement
Blog, Retirement Planning, Tax Planning

How to Create Tax-Free Income in Retirement (4 Legal Strategies)

  • by scottsdalewa1
  • April 3, 2026
Retired man sitting on bed with hands on his head looking stressed, representing regret and common mistakes retirees make when buying annuities
Annuities, Blog, Retirement Planning

What Retirees Wish They Knew About Annuities Before Buying

  • by scottsdalewa1
  • April 3, 2026
Retirement-age woman sitting on a couch looking worried while reviewing finances, representing concerns about creating lifetime income for a surviving spouse.
Blog, Estate Planning, Investment Management, Wealth Management

Can You Set Up Your Spouse With Lifetime Income?

  • by scottsdalewa1
  • March 7, 2026
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Alarm clock with a sticky note labeled “TAX” on it, symbolizing the timing and planning needed to manage taxes on annuity income effectively.
  • June 4, 2026

How Are Annuities Taxed? 3 Signs You’re Paying Too Much.

Scottsdale financial advisor analyzing 2026 tax planning strategies with a retired couple.
  • June 4, 2026

Scottsdale Retirement Tax Planning: 5 Costly Mistakes to Avoid

Woman watering a tree that grows money, symbolizing growing retirement savings and strategic RMD planning to maximize tax efficiency.
  • June 4, 2026

How Much Income Does a $250,000 Annuity Pay?

Annuity pros and cons for retirees shown with two arrow signs labeled pros and cons
  • May 4, 2026

Annuity Pros and Cons for Retirees: What to Know in 2026

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  • Gainey Center II
  • 8501 N. Scottsdale Road, Ste 205
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