Alterra Advisors

Is Your Estate Plan by Default or Design?

A 100% Tax Deduction + 2 More Giving Opportunities in 2021

Looking for ways to reduce taxes through strategic giving this year? Here are three opportunities not to miss before the end of 2021.

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.

How to Prepare for the Biden Income Tax Increases

The Biden administration has proposed a variety of tax changes. Revisions to income taxes are likely to affect many taxpayers. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.

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!

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!