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.

read more

Market Volatility, Inflation, Rate Hikes, and Your Portfolio – Webinar Replay

Replay of our discussion covering January’s market volatility and how inflation and expected interest rate increase could affect your portfolio.

read more