Question?

Join the conversation and feel free to submit a question to our experts.

Submit a question

Listen.

Listen in on our hour-long show, from Monday-Friday 12-1pm on KPRC AM 950

Subscribe.

Stay up to date and have the STA Weekly Report and 401k Plan Manager emailed to you.

Subscribe

Insights.

Read STA's Featured Articles

Read More

Articles

Why You Can’t Trust All Retirement Calculators
There are a lot of basic retirement calculators on the Internet, but few of them take into consideration the factors that are truly important. It’s not your current income that’s the key piece of information to determine your retirement number—it’s how much you want and need to spend during retirement. What you’ll spend in the […]
Learn more
After the Military: Tips for Your Financial Transition to Civilian Life
A drawdown is looming. You’re separating at the end of active service. You’ve decided to retire after a long career. No matter why you’re leaving the military, a big part of preparing for your civilian life is taking steps to proactively address the financial issues you might face. Here are some tips to help ease […]
Learn more
Rollovers
When evaluating whether to initiate a rollover always be sure to (1) ask about possible surrender charges that may be imposed by your employer plan, or new surrender charges that your IRA may impose, (2) compare investment fees and expenses charged by your IRA (and investment funds) with those charged by your employer plan (if […]
Learn more
The Surprising Amount Retirees Spend
People! Why won’t they behave the way financial advisers and economists tell them to when it comes to their retirement and their money? In February, Merrill Lynch and Age Wave came out with a survey of retirees which found not only didn’t they all downsize when retiring, 30% who’ve moved since they retired have upsized […]
Learn more
Rollover of After-Tax Dollars from 401(k) Plans
Background Here’s the dilemma. You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You’d like to receive a distribution from the plan, convert only the after-tax dollars to a Roth IRA, and roll the pre-tax dollars into a traditional IRA. (By rolling over/converting only the after-tax dollars to a Roth IRA, you […]
Learn more
Closing a Retirement Income Gap
When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover that your income won’t be enough to meet your needs. If you find yourself in this […]
Learn more

Contact STA

Thank you for your interest in STA Wealth Management!

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024

Phone:

281.822.8800  

Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303

Email

Info@stawealth.com

For directions to our Houston office, click here.