Alterra Advisors

Section 199A Business Tax Deductions

Many households, businesses, and other organizations are arranging their documents for the coming tax season. The changes to the tax code have inspired a great deal of discussion, confusion, and clarification.Something you might want to know, as a business owner. There’s a tax cut that many may not be aware of, but it’s new for… Read More »

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Safely Climbing & Descending the Wealth Mountain

Living in the Pacific Northwest, you’ve almost certainly done a bit of climbing or hiking. If so, you learn quickly that ascending the mountain takes a different approach than descending the mountain. Skills required, muscles used and awareness needed all change when you finish the climb and start the descent. I see a similar relationship… Read More »

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Quarterly Economic Update Q4 2018

THE QUARTER IN BRIEFWall Street saw many ups and downs in the last three months of 2018. The fourth quarter concluded with bulls and bears vying for control of the market and with the S&P 500 suffering a 13.97%, three-month loss. The Federal Reserve sent conflicting signals about its implementation of monetary policy normalization, to… Read More »

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2019 Retirement Plan Limit Increases

The IRS increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2019. Here is a quick look at the changes. IRA & Roth IRA. Next year, you can put up to $6,000 in any type of IRA. The limit is $7,000 if you will be 50 or older at any time… Read More »

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