Senior Tax Advisory Group

10/09/2026

If you have review Trump Accounts...good. If not read these important tips.

If you have not looked into Trump accounts, do not put it off. Here are some tips.

10/08/2026

SOCIAL SECURITY Retirement Decisions 2026

Join us for a Free Educational Seminar

Are you preparing to claim Social Security? Explore claiming ages, spouse and survivor benefits, taxes and Medicare.

Register at: https://zurl.co/iqgWU ( https://www.springstax.com/events )

10/07/2026

Now is the time to visit your tax obligation. Here are some areas worth your attention.

Fall is now upon us meaning there are only three months left to consider making smart moves to manage your tax obligation. With this in mind, why not review the tips included here to see if there is an area or two worthy of your attention. Plus consider a deeper dive into the long held idea of creat...

10/02/2026

Here are key happenings and announcements from the IRS that you should understand.

Here are recent changes as announced by the IRS that will impact most of us.

09/30/2026

The final months of the year can be a useful time to review your tax picture before December 31.

For retirees, families, and business owners in Colorado Springs, year-end planning may involve more than gathering documents for tax preparation. It can be an opportunity to discuss questions such as:

• Have your income sources changed this year?
• Did you make major investment or retirement-account decisions?
• Are charitable contributions part of your plans?
• Have there been changes to your business or family situation?
• Are there items your tax professional should know about before filing season?

Reviewing these topics before year-end may help your financial and tax professionals coordinate more effectively.

Senior Tax Advisory Group provides financial planning and investment advisory services, while tax preparation is provided through Andreson Holdings Inc. Insurance services are provided through Andreson Financial Planning, Inc.

Planning ahead can make tax season feel more organized. Contact our Colorado Springs team to schedule a year-end conversation.

09/28/2026

We’re proud to share some exciting news!

Senior Tax Advisory Group is now an Age-Friendly Certified Business by the Better Business Bureau of Southern Colorado.

Serving retirees and those preparing for retirement has always been at the heart of what we do. This certification reflects our continued commitment to providing a welcoming, respectful, and trusted experience for older adults and their families.

We’re honored to receive this recognition and even more grateful to the clients who have trusted our team over the years.

Senior Tax Advisory Group
Planning for today. Preparing for tomorrow.
https://www.bbb.org/us/co/colorado-springs/profile/financial-planning-consultants/senior-tax-advisory-group-0785-10000840

09/28/2026

A retirement plan is about more than income. It can also include thinking about the people and organizations that matter most to you.

For families in Colorado Springs, legacy planning conversations may include questions such as:

• Are beneficiary designations up to date?
• Do your financial accounts align with your estate documents?
• Have you discussed your wishes with the people who may be involved?
• Are charitable giving goals part of your long-term plan?
• Should your financial, tax, insurance, and legal professionals coordinate?

Senior Tax Advisory Group can help clients examine how financial planning, investments, taxes, and insurance may fit alongside an estate plan prepared by their legal professional.

These conversations can be especially valuable after retirement, marriage, divorce, the birth of grandchildren, or other major family changes.

If it has been a while since you reviewed your legacy goals, consider scheduling a conversation with our Colorado Springs team.

Investment advisory and financial planning services are provided through Senior Tax Advisory Group, Inc.

09/25/2026

If you're an independent contractor, don't forget to plan for and pay your taxes. Here are some of the basic rules you need to understand.

Get this wrong and it could cost you and/or your employer. Are you a contractor or an employee?

09/25/2026

Changing jobs or approaching retirement can raise an important question: What should happen to your old 401(k)?

A rollover may be one option, but it is worth understanding the choices before moving retirement assets. Depending on your situation, topics to discuss with an advisor may include:

• Keeping assets in an existing employer plan
• Moving funds to a new employer plan
• Rolling eligible assets into an IRA
• Investment options and account costs
• Tax considerations associated with different decisions

For Colorado Springs retirees and pre-retirees, retirement account decisions should be considered within the context of your overall financial picture rather than in isolation.

Senior Tax Advisory Group works with individuals and families to evaluate retirement planning, investment management, tax considerations, and insurance needs as part of a coordinated conversation.

Have retirement accounts from a former employer? Schedule a review and discuss the questions that may be important for your situation.

Investment advisory and financial planning services are provided through Senior Tax Advisory Group, Inc.

09/23/2026

When should you claim Social Security? There isn’t one answer that works for everyone.

For retirees and pre-retirees in Colorado Springs, the timing of Social Security can be an important part of a broader retirement conversation. Before making a decision, it may help to consider questions such as:

• How does your expected retirement date affect your plan?
• Will you continue working while receiving benefits?
• How could Social Security coordinate with retirement accounts and other income sources?
• What role does your spouse’s benefit play in your household strategy?

Looking at Social Security alongside your retirement income, taxes, investments, and insurance can help you understand how the pieces may work together.

Senior Tax Advisory Group helps Colorado Springs individuals and families explore retirement planning questions from a coordinated perspective.

Ready to start the conversation? Schedule a retirement review with our team.

Investment advisory and financial planning services are provided through Senior Tax Advisory Group, Inc.