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!

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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!

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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.

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