Alterra Advisors

The Biden Tax Plan, 2020 Lessons Learned & What to Expect in 2021

2020 presented many challenges, but also opportunities and lessons learned. As we turn the page and look to 2021, we’ll look at 2020 lessons learned and what to 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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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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Can you gift too much?

A discussion of giving too much away might initially seem strange. But, if you’re not careful, you might inadvertently end up with a tax bill on funds you give away. This is called the gift tax and the IRS expects you to know it. After all, they’ve generously listed it on their website for you to read! So, how does it work?

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Socially Responsible Investing in Your Financial Planning

An introduction to Socially Responsible Investing and how you can choose an approach that aligns your values and resources.

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Should I Pay Off My Mortgage Early?

I’m thinking of paying my mortgage off early. Being debt free would feel great, but is this a good strategy? Should I be investing those extra dollars instead?

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