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What Is a Fixed Indexed Annuity?
What are the benefits of a Fixed Indexed Annuity? What exactly is a Fixed Indexed Annuity? How does a Fixed Indexed Annuity accrue interest? These are some Frequently Asked Questions regarding Fixed Indexed Annuities (FIAs). Find all of the answers to these questions in our FIA FAQ Guide.   Disclaimer: Please remember that past performance Read More
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Is Your Estate Plan Up To Date?
With the “Tax Cut and Jobs Act” passed in December 2017, the timing is great to see if your Estate Plan is up to date – both in term of tax law AND in terms of your goals and distribution objectives. Estate planning is a vital component of every financial plan, regardless of the size Read More
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2016 Key Dates for Retirees
Once you retire or when you are close to retirement there are several dates this year that you should plan for. The purpose of this piece is to summarize the dates/deadlines for you to plan for. If you have any questions, please give us a call or Ask A Question. January 1st There are two Read More
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Self-Directed IRAs – Avoid the Tax Landmines
Every year, we get questions from clients about Self-Directing their IRAs – Basically owning non-publically tradable assets in their IRAs. There are many promoters out there touting that you can even own your lake house in your IRA. Before you go down that path, I have created the attached piece that discusses the income tax Read More
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Changes in Social Security Claiming Strategies – Not Good News for Many
As many of us found out in late October, Congress has put the kibosh on many Social Security claiming strategies that we at STA Wealth have used for years to boost our clients’ Social Security lifetime benefits. The law that was passed in October (that was primarily a budget bill) closes the “unintended loopholes” in Read More
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What Are People’s Biggest Regrets in Retirement?
To help guide people into a successful and thoughtful retirement, in 2015 STA Wealth launched it’s Retirement Done R.I.T.E.. By reviewing all of the available information and articles in the Retirement Resources section, retirees and pre-retirees can avoid many of the common mistakes and regrets that others have lived through in retirement. Recently, the Employee Read More
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Medicare Open Enrollment
Medicare Open Enrollment Period Begins October 15 What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost and cover. In addition, your health-care needs Read More
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Social Security Claiming Strategies for Married Couples
Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for benefits will affect the amount you’ll receive. If you’re married, this decision can be especially complicated because you and your spouse will need to plan together, taking into account the Read More
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Why it Pays to Delay Taking Social Security
The Flawed Belief that Drives People to Start Social Security Early. When it was started by FDR in 1935, Social security was started as “Old Age Insurance“ to protect Americans against living too long and running out of money.  However, sometimes many of us mistakenly regard it as just one more investment that they should Read More
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Wealthy Suffer From ‘Estate-Planning Fatigue’
Despite their wealth and business savvy, more than one-third of high-net-worth families have not taken the most basic steps to protect and provide for their loved ones when they die, according to a recent survey by The CNBC Millionaire Survey found 38 percent of those with investable assets of $1 million or more have Read More
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