Alterra Advisors

The Mega Backdoor Roth – A Hidden 401(k) Benefit

Microsoft led the way in a rarely utilized benefit within their 401(k) plan – the after-tax Roth conversion. And, slowly but surely, other companies are adopting this plan feature. So, how does it work, what other companies offer it and is it worth it?

You Can Skip Your 2020 RMD…But Should You?

Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my new dental practice?