Alterra Advisors

Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA

Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.

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Sudden Wealth – Dream Come True or Nightmare?

Would you like to win the lottery? Receive a large inheritance? Receive a multimillion dollar sports contract? For many, sudden wealth ends up closer to a nightmare than a dream. Avoid these common sudden wealth mistakes!

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