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 Much Will Healthcare Cost in Retirement?

Success Story – Meeting Long-term Care and Legacy Planning Needs with Life Insurance

See how Mary & George turn a $275,000 low interest long-term care rainy day fund into a $780,000 flexible benefit for long-term care or legacy for their children.

Market Values, Inflation, and Q1 in Review

The first quarter of 2021 brought continued economic recovery, gains in markets, and the COVID-19 vaccine is being rapidly administered, bringing hope that we’re approaching post-pandemic times. Let’s look at common questions we encountered this quarter.

Washington’s Long Term Care Payroll Tax and How to Opt Out

Washington State’s LTC Trust Act is intended to offer long-term care coverage to state residents funded by a mandatory payroll tax. Here’s how it works and how you can opt out.