Alterra Advisors

2022 Year-End Financial Planning Checklist

As we approach the end of 2022, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!

2023 Retirement Plan Contribution Limits

Here’s what you need to know about 2023 contribution limits for 401(k)s, IRAs, and more to help make your annual investment game plan!

What’s in the Inflation Reduction Act of 2022?

A Guide to Tax Efficient Investing

Buy-Sell Agreements in Business Succession Planning

For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here’s what to know about Buy-Sell Agreements.