Alterra Advisors
Tag: Business Planning
The Mega Backdoor Roth Solo 401(k) for Solopreneurs
The Mega Backdoor Roth 401(k) has typically been reserved for select Fortune 500 companies. Here’s how you – the Solopreneur – can access this little known strategy!
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6 Things that Affect the Value of Your Business – Guest Blog
If you are like most business owners, the bulk of your wealth is the value of your business, and at some point you want retire and harvest the value you have built. The majority of small to medium sized business owners only sell once, so the odds say this will be your first time selling a business. So what should you pay attention to? Here are six things with the biggest impact on the value and salability of your business.
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Taxes & Highly Appreciated Assets – An Introduction
You might be an early employee at Microsoft, a successful real estate investor, or the owner of a small business that has taken off. In each case, you own something worth a lot more than when you first acquired it. Now you’re staring down a large capital gain tax bill if you sell. Are you just stuck or is there anything you can do? We have a few ideas!
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Taxes & Highly Appreciated Business Ownership
What started as a dream in your garage is now a thriving business! You’ve worked hard and now see a sale in your future…and a sizable tax bill. In this Business Owners Edition of our Strategic Guide to Highly Appreciated Assets, we’ll look at a case study and strategies to consider if you find yourself in this situation.
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Recessions – How Bad Are They & How Long Do They Last?
Turn on the TV or scroll through a news feed in uncertain times and you’re sure to see that nasty “R” word – Recession. “How bad will this be?” “How long will this last?” It’s not uncommon to hear, “This one is different!” or “We’ve never seen this problem before!” So, what does history have to tell us about this topic?
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