Alterra Advisors

Medicare – The What, When & How when Turning 65

Turning 65? Medicare can be a daunting topic, but this guide should help understand your options and build your plan to successfully enroll!

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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?

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Can Losses Increase My Investment Return?

No one likes a seeing their investments lose value. But, as advisors, we ask what opportunities exist in any situation, including market downturns. One such opportunity is called tax-loss harvesting. We discuss what it is, how it can help and when you might consider using it.

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PPP vs EIDL – Which CARES Act Program is Right for Me?

The CARES Act provides a wide range of support to struggling small businesses. But which program is right for you? Here’s a guide to help navigate your options.

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