News
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.
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.
Market Volatility, Inflation, Rate Hikes & Your Portfolio
What’s going on in the market right now…why so much volatility? Is inflation about to stop the economy in its tracks? What about interest rate hikes? What’s next for the economy and my portfolio? Read more in this quarter’s review.
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what’s next for the market, economy, and your portfolios.
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!
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.
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!
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.”
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.
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.
Are We a Fit?
Let’s start a conversation. We’re not a match for everyone. But, if you’re looking for a collaborative guide in your financial life, Alterra Advisors could be a fit for you.