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    • WELCOME TO SENIOR TAX & INSURANCE ADVISORS

      A FEW WORDS ABOUT US

      STA is committed to providing our clients with the best retirement solutions for their financial and lifestyles goals. We assist clients by taking the complexity out of their retirement planning and assuring their individual retirement plans will work for them AND their loved ones.

      Our company’s experienced specialists provide clients with a full spectrum of experience. Our team includes financial planners, licensed fiduciaries, tax specialists, CPAs, insurance experts, asset management professionals, Social Security experts, and estate and trust attorneys. We are here to ensure our clients fully comprehend their retirement opportunities, so they have enough inflation-adjusted guaranteed retirement income…no matter how long they live, along with well-crafted estate plan strategies to ensure their wishes are properly executed.

    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY NEWSLETTER

    • IRA BLOG

    • The power and pitfalls of retirement savers' illusions

      The power and pitfalls of retirement savers' illusions Study finds that the format in which information is presented affects an individual’s perception of wealth (or poverty) A new study has found that one difficulty workers saving for retirement have in judging whether they’re on track is that they could be under the “illusion of wealth” or, conversely, under the “illusion of [...]

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      4 Things to Eliminate From Your Life for a Happy Retirement

      4 Things to Eliminate From Your Life for a Happy Retirement What you remove is just as important as what you add. Many retirement articles have been written about all the wonderful things you can do with the free time you will have after you retire. Once you leave work, you’ll have more time to travel, volunteer, take courses, play golf, enjoy hobbies and so much more. The possibilities [...]

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    • 7 Things You Need to Know About the Once-Per-Year Rollover Rule

      7 Things You Need to Know About the Once-Per-Year Rollover Rule In 2014, the Tax Court in the Bobrow case ruled that the once-per-year rollover rule applies to all of an individual’s IRAs, not to [...]

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      If You're Over 70 1/2 Years Old and Still Working You Need to Know This

      If You're Over 70 1/2 Years Old and Still Working You Need to Know This This week's Slott Report Mailbag looks into still working exceptions, RMDs, and IRA transfers.  As always, we recommend you [...]

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