Alterra Advisors

Q2 2021 Webinar Replay – Market Values, Inflation, WA State LTC Payroll Tax, & Life Portfolio

A replay of our April 28, 2021 webinar discussing market values, inflation, the WA State LTC payroll tax, and why you should have a retirement “life portfolio.”

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Q1 2021 Webinar – 2020 Lessons Learned, the Biden Tax Plan & What to Expect in 2021

A replay of our January 27, 2021 webinar discussing 2020 lessons learned, the Biden tax plan, and what we expect in 2021.

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Wins & Milestones – 2020 at Alterra

Through all the challenges, 2020 brought many wins and milestones in the Alterra family. Here’s a look at our year in review!

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2021 Retirement Plan 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!

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The Economy, the Election, and What’s Next – 10.14.2020 Webinar Replay

Thanks to all who attended this week’s webinar. We were glad to host Carolyn Szaflik, Portfolio Specialist at Morningstar Investment Management, for a discussion on the market so far this year, possible impacts of the upcoming election, and the opportunities in today’s market.

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