Alterra Advisors

529 Plans – Taxes, Estate Planning, and Funding College

Paying for college isn’t cheap and it’s not getting cheaper, whether you’re planning for kids or grandkids. Here’s why a 529 plan is a great first step toward making sure your children or grandchildren can achieve their educational aspirations.

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I’m 72 and Don’t Need My RMDs…What Should I Do?

6 ways to use required IRA and 401(k) distributions you don’t need to save taxes and make an impact on loved ones and causes you care about.

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How to Prepare for the Biden Estate Tax Increases

The Biden administrations has proposed big tax law changes, with some of the most sweeping changes being made to taxes on assets passed on at death, often called estate taxes. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.

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3 Ideas to Connect Generations with Generosity

Making connections across generations isn’t always easy. But building an intentionally-designed Family Generosity plan is a great place to start!

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Out of Your Estate, Not Out of Reach

Can we reduce our estate tax bill without losing access to our assets? When properly coordinated, strategies like these can help move assets out of your estate without putting them entirely out of reach!

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Charitable Remainder Trusts (CRT)

A Charitable Remainder Trust (CRT) is an irrevocable trust that generates income for you or your beneficiaries with the remainder going to your favorite charity. Is it right for you?

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