• Gainey Center II 8501 N. Scottsdale Road, Arizona
  • info@SWAFirm.com
  • 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
    • 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

Education

Scottsdale Wealth AdvisoryEducation
Desk with a notepad labeled “Roth IRA Conversion,” symbolizing retirement tax planning and strategic Roth conversion decisions.
Blog, Retirement Planning, Wealth Management

Why a Roth Conversion Might Make Sense, Even in Retirement

  • by scottsdalewa1
  • March 7, 2026
Safe Withdrawal Rate in Retirement
Blog, Investment Management, Retirement Planning

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

  • by scottsdalewa1
  • March 4, 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
What $500K Buys You: Annuity vs. Investment Portfolio
Annuities, Blog, Investment Management

What $500K Buys You: Annuity vs. Investment Portfolio

  • by scottsdalewa1
  • February 3, 2026
5 Ways to Withdraw Money From an Annuity Early
Annuities, Blog, Financial Planning

5 Ways to Withdraw Money From an Annuity Early

  • by scottsdalewa1
  • February 3, 2026
The Scottsdale Retirement Learning Center

How to Weather Market Volatility in Retirement

  • by Indigo Marketing
  • February 2, 2026
The Scottsdale Retirement Learning Center

Your Retirement Timeline: What to Do (and When)

  • by Indigo Marketing
  • February 2, 2026
The Scottsdale Retirement Learning Center

How to Plan for Taxes in Retirement

  • by Indigo Marketing
  • January 28, 2026
The Scottsdale Retirement Learning Center

Understanding Annuities: Myth vs. Reality

  • by Indigo Marketing
  • January 27, 2026
The Scottsdale Retirement Learning Center

How Much Cash Should You Keep in Retirement?

  • by Indigo Marketing
  • January 14, 2026
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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

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  • Gainey Center II
  • 8501 N. Scottsdale Road, Ste 205
    Paradise Valley, AZ 85253
  • (480) 247-9090
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