Alterra Advisors

7 Retirement Changes in SECURE Act 2.0

Changes to RMDs, catch up contributions, and a new way to create wealth through 529 college savings plans.

How Your Portfolio is Like a House

Turn Long-Term Care Expenses into Tax-Free Income

No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.

2023 Retirement Plan Contribution Limits

Here’s what you need to know about 2023 contribution limits for 401(k)s, IRAs, and more to help make your annual investment game plan!

Should I Use an Irrevocable Trust to Save on Estate Taxes?