• Gainey Center II 8501 N. Scottsdale Road, Arizona
  • info@SWAFirm.com
  • 480-247-9090
Client log in
Scottsdale Wealth Advisory logo
  • 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
    • Estate Planning
    • Tax Planning
  • Education
    • Retirement Learning Center
    • Articles & Videos
    • Guides
  • Connect
  • Call: 480-247-9090
  • SCHEDULE APPOINTMENT
Scottsdale Wealth Advisory logoiconScottsdale Wealth Advisory logo ×
  • 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
    • Estate Planning
    • Tax Planning
  • Education
    • Retirement Learning Center
    • Articles & Videos
    • Guides
  • Connect
  • Scottsdale Wealth Advisory Gainey Center II 8501 N. Scottsdale Road, Ste 205 Paradise Valley, AZ 85253
  • (480) 247-9090
  • info@SWAFirm.com

Annuities

Scottsdale Wealth AdvisoryEducationAnnuities
Annuities, Retirement Planning

What Makes a 5 Star Annuity?

  • by scottsdalewa1
  • June 17, 2025
coins stacked on dirt
Annuities, Retirement Planning

What are the 4 Types of Annuities?

  • by scottsdalewa1
  • May 20, 2025
Annuities, Retirement Planning

What Is An Annuity?

  • by scottsdalewa1
  • May 12, 2025
You’ve Got the Annuity—What’s Next?
Annuities, Retirement Planning

You’ve Got the Annuity—What’s Next?

  • by scottsdalewa1
  • May 12, 2025
Annuities 101: Types, Benefits, and Risks
Annuities, Retirement Planning

Annuities 101: Types, Benefits, and Risks

  • by scottsdalewa1
  • May 12, 2025
Finding Your 5 Star Annuity
Annuities, Retirement Planning

Guide To Finding Your 5 Star Annuity

  • by scottsdalewa1
  • October 23, 2024
annuity
Annuities, Retirement Planning

Annuity Breakdown

  • by scottsdalewa1
  • September 19, 2024
  • 1
  • 2

Read Our Recent Posts Get Every Update

Retirement-age woman sitting on a couch looking worried while reviewing finances, representing concerns about creating lifetime income for a surviving spouse.
  • March 7, 2026

Can You Set Up Your Spouse With Lifetime Income?

Desk with a notepad labeled “Roth IRA Conversion,” symbolizing retirement tax planning and strategic Roth conversion decisions.
  • March 7, 2026

Why a Roth Conversion Might Make Sense, Even in Retirement

Safe Withdrawal Rate in Retirement
  • March 4, 2026

We Have a $1M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?

3 Retirement Tax Strategies We Use to Save Clients Money
  • February 3, 2026

3 Retirement Tax Strategies We Use to Save Clients Money

WE HELP YOU ON EVERY STEP OF THE JOURNEY

Schedule Your ‍Financial Coaching Session Today!

Schedule your financial coaching session to learn more about finding true-balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current financial plan that can be catastrophic to living your retirement on your terms.

Chat with Us
Get smart, practical financial planning insights for confident retirement decisions.

Join Our Newsletter

iconiconScottsdale Wealth Advisory logo
  • Gainey Center II
  • 8501 N. Scottsdale Road, Ste 205
    Paradise Valley, AZ 85253
  • (480) 247-9090
  • info@SWAFirm.com

Company

  • About Us
  • Our Values
  • Our Team
  • Education
  • Connect
  • Client Log In
  • Disclosures

Services

  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Client Log In

© 2025 Scottsdale Wealth Advisory, LLC. All Rights Reserved.

Download the eGuide Now!