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STA In The News

How do I roll over a SIMPLE IRA to a Roth IRA?

If you leave your job and leave behind a SIMPLE (Savings Incentive Match Plan for Employees) IRA, 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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Financial Management Magazine
Surviving a layoff Don’t panic: It’s not the end of the world (just your job).

No finance professional wants to experience the sudden loss of a position, but the reality of the modern business landscape is that sometimes layoffs happen. Being laid off can be a traumatic blow, but quick action can help mitigate the fallout. Your success at lessening the impact of a layoff depends on being assertive and resourceful. The first steps you take after being laid off are some of the most crucial, but for many, the shock of dismissal can lead to emotional rather than logical decisions.

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Houston Business Journal
Houston Business Journal – People On The Move

Houston based STA Wealth Management names industry veteran Jim Atkinson as COO and Head of M&A. Rapid growth has facilitated the need for an executive with Jim’s background. Jim adds over 25 years’ experience and a unique insight into the operational and investment banking aspects of the wealth management industry. As COO/Head of M&A he is responsible for oversight of STAs operations and advisor acquisition team.

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4 Tax Planning Tips for Retirees

Jeff and Donna Walsh called it quits after long careers in 2017, downsizing to a smaller, mortgage-free home in the process. The 64-year-old couple — their names have been changed for this article -– sold the spacious New Jersey home they’d owned for 20 years and relocated to a condo in Florida. Now they face fresh twists this tax-filing season — and a whole new set of tax challenges in the coming years.

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Houston Business Journal
2019 Largest Houston-Area Money Management Firms

2019 Largest Houston-area money management firms. Ranked by 2018 locally managed assets.

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Business Insider
7 Signs You Might Not Have Enough Money to Retire

There are a few questions you should ask yourself before deciding whether you’re ready to retire. One of those has to do with how much money you’ve saved. Even if you’re emotionally ready to say goodbye to the 9-to-5 and know exactly what kind of lifestyle you want, retirement isn’t very feasible if your finances aren’t in shape.

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