Alterra Advisors

How Much of Your Social Security Income is Taxable?

Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here’s what you need to know.

read more

Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA

Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.

read more

2022 Contribution Limits for 401(k)s, IRAs and More

2021 retirement plan contributions have been released and, while the majority of limits are unchanged, there are a few updates to note. Here’s a summary!

read more

3 Biggest Risks Facing Your Investment Plan

When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.

read more

What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review

With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don’t let the tax tail wag the planning dog!

read more