Alterra Advisors

SECURE Act 2.0 Explained

The SECURE Act 2.0 would make some significant changes for retirement savers. Its key initiatives would delay RMDs, encourage employees to save more and start saving earlier, and lower retirement plan costs for small businesses. Here are the notable proposed measures and how they could affect you.

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4 New Tax Changes + Q2 Market & Economy in Review – Webinar Replay

A replay of our July 28, 2021 webinar discussing 4 new tax changes and what you can do to prepare, plus a review of Q2 market and economic headlines.

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

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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