Alterra Advisors

How Much of Your Social Security Income is Taxable?

Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here’s what you need to know.

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Stock Market Corrections are Buying Opportunities

When it comes to investing, you always want to plan ahead for how to handle market declines. Here are three reasons to stay the course when volatility strikes.

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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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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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