Retirement Planning Archives – Page 2 of 6

Don’t Pay Too Much Tax on Your Retirement Income

Saving for retirement often helps lower your taxes because many kinds...

Grant Monson

The Four Quadrants of Retirement Income

If you are approaching retirement, do you worry about making costly...

Zach Hamilton

Sequence of Returns: Why it Matters in Retirement

Stock market swings are always unsettling, whether you’re decades or...

Josh Whelan

The BEST State to Retire In

Once you’ve saved enough to retire, the question of where to retire is...

Craig Hamilton

Advisor Advantage: the Value of Wealth Management

What’s the value of partnering with a Financial Planning and Wealth Management team like Alterra? Working with a Wealth Management Team is not for everyone, but if you think a wealth management partnership is right for you, here’s what the value of an advisor looks like practically.

Josh Whelan

Can I Retire Early?

Have you ever had a rough day on the job and thought that early...

Craig Hamilton

Recession-Proof Your Retirement – A Video Walkthrough

If seeing “recession” in the headlines makes you worry that your...

Alterra Advisors

Will Social Security Disappear?

Will Social Security run out of money? You may have heard warnings about this dire scenario, though this assumes no action will be taken. So, what’s the real risk of Social Security disappearing?

Ryan Colis

4 Ways to Ruin Your Retirement

Retirement is an exciting time of life but can also be quite daunting...

Josh Whelan

529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity

529 college savings plans are one of the most popular ways to save for...

Josh Whelan

Turn Long-Term Care Expenses into Tax-Free Income

No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.

Josh Whelan

Market Declines: What We Can Learn from History

Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.

Josh Whelan