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STA In The News

Houston Chronicle
Employers to be More Accountable for 401(k) Plans

A recent Supreme Court ruling will expand the rights of employees to sue over their 401(k) plans and increase pressure on employers to be vigilant in monitoring their retirement plans’ offerings, experts said. This week’s ruling in Tibble v. Edison International emphasized that overseeing a retirement plan includes a continuing duty to monitor investments and remove options that aren’t prudent and in the plan’s best interest. If you are unable to follow the link, please click here for a PDF Version

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Investopedia
Top 10 Mistakes To Avoid On Your Roth IRA

You may think the only thing you have to know about a Roth IRA is that your contributions are limited to $5,500, if you are under the age of 50, and $6,500 if you are 50 or over. It’s a lot more complicated than that. If you are unable to follow the link, please click here for a PDF Version.

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The Washington Post
Torn Between Saving and Spending your Tax Refund? Here’s How you Can Do Both!

It’s a conundrum taxpayers face this time of year. Should they be responsible with their tax refunds, or should they use the cash to treat themselves?. If you are unable to follow the link, please click here for a PDF Version.

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The Wall Street Journal
A Final Tax Chore for April

If you’re finished with your 2014 tax return, you may feel that epic annual struggle is behind you. But there’s at least one thing you should do before you file your tax paperwork away and get on with your life: Consider if you should adjust your withholding for 2015.  If you are unable to follow the link, please click here for a PDF Version.

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Houston Chronicle
Local Tax Preparers are Bracing For a Late Rush

Americans’ uncertainty about how Affordable Care Act affects them has many ‘taking their time” about filing returns. The Affordable Care Act could be driving more procrastinators to tax preparers in Houston during this year’s deadline rush. If you are unable to follow the link, please click here for a PDF Version.

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The New York Times
Seeing a Tax Refund as a Financial Opportunity

So far this year, the Internal Revenue Service has processed more than 66 million federal income tax refunds, averaging about $2,900 each. Such a lump sum can provide an opportunity to help get your finances on track, financial advisers say.  If you are unable to follow the link, please click here for a PDF Version.

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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.