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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
    • Estate Planning
    • Tax Planning
  • Education
    • Retirement Learning Center
    • Articles & Videos
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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

Tax Planning

Scottsdale Wealth AdvisoryEducationTax Planning
2026 Tax Planning Checklist for Retirees
Blog, Retirement Planning, Tax Planning

2026 Tax Planning Checklist for Retirees

  • by scottsdalewa1
  • December 31, 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 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
tax planning
Tax Planning

5 Tax Planning Tips to Help You Save in 2025

  • by scottsdalewa1
  • February 25, 2025

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  • 8501 N. Scottsdale Road, Ste 205
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