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STA In The News

Investopedia
How can I start an IRA for my child?

The Roth IRA is hands-down the most attractive retirement plan available for people with at least 15 or more years until retirement, since it provides tax-free withdrawals if you wait to withdraw funds until after age 59.5.

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Investopedia
How do I roll over a Simple IRA to a Roth IRA?

If you leave your job and a Simple IRA behind, you have the option to roll over the Simple IRA balance to a Traditional IRA, another Simple IRA plan or, depending on your new employer’s plan, you may be eligible to roll the funds into the 401(k) plan with your new employer.

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Investopedia
What is a convertible insurance policy?

convertible insurance policy is a term usually related to life insurance. To understand a convertible policy, you must first understand term and universal policies.

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Forbes
14 Ways To Successfully Balance Spending And Saving In Your 30s

Many individuals reach significantly higher levels of earning — and spending — in their 30s. Many of them have moved up in their careers, branched out across sectors, started investing, gotten married or started a family, to name a few. All of these events can also drain savings significantly, not to mention cut into retirement plans.

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TheStreet.com
How Visualization Can Help You Realize Your Retirement Dreams

Can you daydream your way to a comfortable retirement? Or, more accurately, can the simple act of envisioning what your lifestyle will be like in your golden years help you to save more now The Capital Group recently commissioned a poll on American attitudes towards saving for retirement that doubled as a thought experiment.

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Investopedia
Can I buy ETFs for my Roth IRA?

A Roth IRA held at a brokerage firm is able to facilitate the purchase of exchange-traded funds, or ETFs. Using ETFs within your Roth IRA can be an inexpensive and effective investment for retirement savings. The returns you see from using carefully selected ETFs are magnified by the tax-free growth afforded by the Roth IRA.

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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.