• 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

Tax Planning

Scottsdale Wealth AdvisoryEducationTax Planning
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
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
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
3 Retirement Tax Strategies We Use to Save Clients Money
Blog, Retirement Planning, Tax Planning

3 Retirement Tax Strategies We Use to Save Clients Money

  • by scottsdalewa1
  • February 3, 2026
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

Read Our Recent Posts Get Every Update

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

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

Disclosures

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.

Opinions expressed herein are solely those of Scottsdale Wealth Advisory, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness, and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Scottsdale Wealth Advisory, LLC, an Investment Advisor in the State of Arizona, Colorado, Illinois, Ohio, Texas, and Washington. Being registered as an investment adviser does not imply a certain level of skill or training.

Scottsdale Wealth Advisory, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Arizona, Colorado, Illinois, Ohio, Texas, and Washington or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Links to Other Sites

The inclusion of any link is not an endorsement of any products or services by Scottsdale Wealth Advisory, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations, and private businesses. When you use one of these links, you are no longer on this site, and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.

When you follow a link to one of these sites neither Scottsdale Wealth Advisory, LLC, nor any agency, officer, or employee of Scottsdale Wealth Advisory, LLC, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

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

Download the eGuide Now!