Alterra Advisors

Are Inflation & Interest Rates Peaking?

Is the U.S. Headed for Recession?

Correction, Bear Market, and Recession…What They Mean for You

When the market is up, terms like bull market and economic expansion pass by without concern. But when the market turns down, terms like correction, bear market and recession add confusion to uncertainty and increase anxiety. But, what do these terms actually mean?

Backdoor Roth IRAs – What are they and are they worth it?

Roth IRAs are one of the few ways to build tax-free retirement income. And with a long retirement timeframe, they can build quite the snowball. As an example, $10,000 in a Roth IRA at age 30 earning 7.2% per year would double every 10 years, meaning you would have over $80,000 at age 60, or… Read More »

A $400,000 Tax Deduction? Meet the Cash Balance Plan!

A cash balance retirement plan offers many small businesses substantial tax deductions…is it right for you?