Alterra Advisors

2022 Contribution Limits for 401(k)s, IRAs and More

2021 retirement plan contributions have been released and, while the majority of limits are unchanged, there are a few updates to note. Here’s a summary!

read more

3 Biggest Risks Facing Your Investment Plan

When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.

read more

Valuable Lessons Learned from Investing for 50 Years

In over 50 years of investing, I’ve learned a few important lessons to share. From practical to personal and everything in between, I hope you find something to apply here!

read more

I’m 72 and Don’t Need My RMDs…What Should I Do?

6 ways to use required IRA and 401(k) distributions you don’t need to save taxes and make an impact on loved ones and causes you care about.

read more

Investing vs. Speculating and Why it Matters

All investments involve risk but not all risks are equal. Are you investing or speculating? Both have a place but come with different risks and outcomes. What are the differences and how can you place each one properly in your plan?

read more