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  • About Us
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      • Investments
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      • Life Insurance
      • Long-Term Care
      • End of Life
    • Retirement Planning
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  • Scottsdale Wealth Advisory Gainey Center II 8501 N. Scottsdale Road, Ste 205 Paradise Valley, AZ 85253
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Retirement Planning

Scottsdale Wealth AdvisoryEducationRetirement Planning
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
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
Why Having a Diversified Retirement Portfolio Is Important
Retirement Planning

Why Having a Diversified Retirement Portfolio Is Important

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

What Makes a 5 Star Annuity?

  • by scottsdalewa1
  • June 17, 2025
Financial Planning, Investment Management, Retirement Planning

How to Stay Calm and Smart During Market Volatility in Retirement

  • by scottsdalewa1
  • June 16, 2025
What’s the Right Age to Claim Social Security? It Depends On Your Plan
Retirement Planning

What’s the Right Age to Claim Social Security? It Depends On Your Plan

  • by scottsdalewa1
  • May 27, 2025
How to Keep More of Your Retirement Nest Egg With Smart Tax Planning
Retirement Planning, Tax Planning

How to Keep More of Your Retirement Nest Egg With Smart Tax Planning

  • by scottsdalewa1
  • May 27, 2025
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Read Our Recent Posts Get Every Update

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  • May 4, 2026

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

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  • May 4, 2026

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

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  • May 4, 2026

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Financial advisors reviewing annuity performance data on a tablet, highlighting the importance of the annual annuity review for maximizing returns.
  • April 4, 2026

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

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