Insights
Informational articles for retirees and pre-retirees in Scottsdale, Phoenix, and the greater Maricopa County area. No jargon, no pressure — just the questions we get asked most.
Subscribe via RSS
Higher-income retirees pay more for Medicare Part B and Part D. Here are the 2026 brackets, the two-year lookback trap, and planning moves that help.
Read article
The SECURE Act's 10-year rule, RMD requirements for inherited IRAs, and the tax planning moves Phoenix-area beneficiaries should consider before the December 31 deadline each year.
Read article
Splitting time between Scottsdale and a higher-tax state? Here is how residency really works, what triggers audits, and what to change first.
Read article
When one spouse dies, the survivor moves from married-filing-jointly to single — often with the same income and much higher taxes. Here is how to prepare.
Read article
How Arizona taxes Social Security, pensions, IRAs, capital gains, and property — plus three planning moves that could potentially save Phoenix-area retirees thousands.
Read article
From the new RMD age to Roth catch-ups and 529-to-Roth rollovers — a plain-English summary of what matters for retirees and pre-retirees.
Read article
Triple tax advantage, no RMDs, and flexibility after age 65 — why the HSA quietly wins for many high-income savers.
Read article
Claim at 62, full retirement age, or 70? A clear framework for Scottsdale and Phoenix retirees on the math, the break-even, and the protection angle.
Read article
Selling the family home for something smaller is not always the financial win it looks like. Here is how we walk through it with Scottsdale clients.
Read article
The current RMD age, how to calculate, the 25% penalty for missing one, and the planning windows that matter most for Arizona retirees.
Read articleCategory
Topics
