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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

Our Recent Posts

Scottsdale Wealth AdvisoryArticles by: scottsdalewa1
Retirement Income Planning Case Studies: How We Guide Clients Through Every Life Stage
Blog, Retirement Planning

Retirement Income Planning Case Studies: How We Guide Clients Through Every Life Stage

  • by scottsdalewa1
  • September 24, 2025
Types of Life Insurance: Complete Guide for Every Stage of Life
Annuities, Financial Planning

Types of Life Insurance: Complete Guide for Every Stage of Life

  • by scottsdalewa1
  • September 24, 2025
How to Withdraw Money in Retirement: The Best Order for Tax Efficiency
Blog, Retirement Planning

How to Withdraw Money in Retirement: The Best Order for Tax Efficiency

  • by scottsdalewa1
  • August 27, 2025
How Required Minimum Distributions (RMDs) Could Raise Your Tax Bill
Blog, Retirement Planning, Tax Planning

How Required Minimum Distributions (RMDs) Could Raise Your Tax Bill

  • by scottsdalewa1
  • August 27, 2025
How Annuities Can Work With Your Other Investments
Annuities, Blog, Investment Management

How Annuities Can Work With Your Other Investments

  • by scottsdalewa1
  • August 23, 2025
What Happens to Your Annuity When You Pass?
Annuities, Blog, Retirement Planning

What Happens to Your Annuity When You Pass?

  • by scottsdalewa1
  • July 29, 2025
Can Your Retirement Plan Withstand a $138,000 Loss?
Blog, Retirement Planning

Can Your Retirement Plan Withstand a $138,000 Loss?

  • by scottsdalewa1
  • July 29, 2025
Understanding Medicare IRMAA: How Your Income Affects What You Pay
Blog, Long-Term Care, Retirement Planning

Understanding Medicare IRMAA: How Your Income Affects What You Pay

  • by scottsdalewa1
  • July 17, 2025
Annuities, Retirement Planning

3 Questions Every Annuity Owner Should Ask Before Retiring

  • by scottsdalewa1
  • July 14, 2025
Annuities, Financial Planning

Will an Annuity Protect Me From Market Volatility?

  • by scottsdalewa1
  • July 7, 2025
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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

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  • June 4, 2026

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

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  • 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
    Paradise Valley, AZ 85253
  • (480) 247-9090
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