Alterra Advisors

Estate Plan or Legacy Plan – Which Do You Have?

Every family wants to create a sound legacy for their children for the future, but too many skip the critical steps in the present to achieve those goals. And, it’s no simple matter. Business owners have a lot to think about when deciding when and how to transfer their assets to the next generation. What happens… Read More »

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Tax Efficiency

What it means; why it counts.

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Charity Donatrion

Qualified Charitable Distributions

As the owner of a traditional IRA, you are likely aware that required minimum distributions (RMDs) start once you reach age 72.

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