Alterra Advisors

How Do I Reduce Estate Taxes?

Are you worried about estate taxes eating into your wealth, leaving less for your family or charities you care about? Unsure what you can do or where to start? Use these 5 steps to make and maintain your plan to reduce estate taxes.

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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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A 100% Tax Deduction + 2 More Giving Opportunities in 2021

Looking for ways to reduce taxes through strategic giving this year? Here are three opportunities not to miss before the end of 2021.

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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!

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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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