Alterra Advisors

Washington’s New 7% Capital Gain Tax Explained

Washington State’s 7% capital gain tax has been signed into law. Here’s what you need to know and what you can do to prepare!

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Q2 2021 Webinar Replay – Market Values, Inflation, WA State LTC Payroll Tax, & Life Portfolio

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.”

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Market Values, Inflation, and Q1 in Review

The first quarter of 2021 brought continued economic recovery, gains in markets, and the COVID-19 vaccine is being rapidly administered, bringing hope that we’re approaching post-pandemic times. Let’s look at common questions we encountered this quarter.

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Washington’s Long Term Care Payroll Tax and How to Opt Out

Washington State’s LTC Trust Act is intended to offer long-term care coverage to state residents funded by a mandatory payroll tax. Here’s how it works and how you can opt out.

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When to Expect Your 2020 Tax Forms

As you prepare your taxes, here are answers to frequently asked questions about tax documents from your investment accounts. When should I expect to receive my tax documents? This varies by account type: January 31 for IRAs, 401(k)s and other Retirement Accounts – you’ll only receive a tax form if you had a conversion or distribution… Read More »

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Quarterly Economic Update

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.

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