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!
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.
The S Corporation has become one of the most popular entities for small business owners because it offers many of the protections of incorporation without being subject to some of taxes faced by other kinds of companies. But with all its benefits, we find a few mistakes that many business owners make. We collaborated with Chet Syversen, owner of Curated Accounting, to bring you 5 tips to avoid these common mistakes.
See how Mary & George turn a $275,000 low interest long-term care rainy day fund into a $780,000 flexible benefit for long-term care or legacy for their children.
A replay of our July 28, 2021 webinar discussing 4 new tax changes and what you can do to prepare, plus a review of Q2 market and economic headlines.
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."
A replay of our January 27, 2021 webinar discussing 2020 lessons learned, the Biden tax plan, and what we expect in 2021.
Through all the challenges, 2020 brought many wins and milestones in the Alterra family. Here's a look at our year in review!
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.
Thanks to all who attended our webinar on 7/15! We were glad to host Paul Single, a Senior Portfolio Manager at City National Rochdale, to discuss the coronavirus impacts on the market and economy and Q&A from many of you. For anyone who wasn't able to participate, we've made this replay available. We hope you find it helpful!
Thanks to all who attended our webinar on 4/29! We were glad to host Paul Single, a Senior Portfolio Manager at City National Rochdale, to discuss the coronavirus impacts on the market and economy and Q&A from many of you. For anyone who wasn't able to participate, we've made this replay available. We hope you find it helpful!
In this Q4 recap: Equities maintain their momentum to close out a strong year on Wall Street, helped by a slight thaw in the U.S.-China trade dispute and some better-than-expected domestic economic data.
In this Q3 recap: the U.S. and China intensify their trade dispute, but agree to negotiate again, the Federal Reserve cuts short-term interest rates once more, and stocks ride through some volatility to end the summer higher.
Not making a move may not always be the best move to make.