Grant Monson Featured in Puget Sound Business Journal
We're excited to announce that Alterra Advisors has been recognized by...
Grant Monson Featured in Puget Sound Business Journal
Alterra Advisors
Unlocking Your Assets with SBLOCs and IBLOCs: A Quick, Flexible, and Tax-Friendly Solution
Unlocking Your Assets with SBLOCs and IBLOCs: A Quick, Flexible, and Tax-Friendly Solution
Planning for the unexpected is an important part of your financial...
How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough
How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough
Washington State’s 7% capital gain tax passed into law in 2021 and was...
Recession-Proof Your Retirement – A Video Walkthrough
Recession-Proof Your Retirement – A Video Walkthrough
If seeing “recession” in the headlines makes you worry that your...
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q1
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q1
What's coming in 2023? We spend 20 minutes discussing what you need to know on the market, economy, and your portfolio!
7 Retirement Changes in SECURE Act 2.0
7 Retirement Changes in SECURE Act 2.0
The SECURE Act 2.0 was recently passed into law and, if you’re saving...
Webinar Replay – 20 Minutes on the Market, Economy, and Your Portfolio
Webinar Replay – 20 Minutes on the Market, Economy, and Your Portfolio
What you need to know on the market, economy, and your portfolio in 20 minutes. Plus, with the midterm elections around the corner, we include a bonus on how markets respond to elections.
Webinar Replay – Inflation, Interest Rates & the Risk of Recession
Webinar Replay – Inflation, Interest Rates & the Risk of Recession
A replay of our August 2, 2022 discussion of how today's biggest market and economic themes affect your investment strategies.
Webinar Replay – Inflation, Interest Rates, the Ukraine War & Your Portfolio
Webinar Replay – Inflation, Interest Rates, the Ukraine War & Your Portfolio
We invite you to view this replay of our discussion covering how inflation, interest rates, and the Ukraine war could affect your portfolio.
Market Volatility, Inflation, Rate Hikes, and Your Portfolio – Webinar Replay
Market Volatility, Inflation, Rate Hikes, and Your Portfolio – Webinar Replay
Replay of our discussion covering January's market volatility and how inflation and expected interest rate increase could affect your portfolio.
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.
2021 Wins and Milestones + Some of Our Favorite Books
2021 Wins and Milestones + Some of Our Favorite Books
Another year in the books! While our world hasn’t returned to the pre-pandemic normal that many of us long for, we’re all adjusting to the “new normal” as best we can. Thankfully, our Alterra team has been able to get some of our favorite moments back, including in-person meetings and the privilege of hosting many of you in our office for the first time in more than a year!
What’s In (and What’s out) in Biden’s Tax Plan
What’s In (and What’s out) in Biden’s Tax Plan
The Biden administration’s third draft of the Build Back Better Act...
2022 Contribution Limits for 401(k)s, IRAs and More
2022 Contribution Limits for 401(k)s, IRAs and More
2021 retirement plan contributions have been released and, while the majority of limits are unchanged, there are a few updates to note. Here’s a summary!
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what's next for the market, economy, and your portfolios.