Alterra Advisors
Tag: Solo 401k

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.
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2023 Retirement Plan Contribution Limits
Here’s what you need to know about 2023 contribution limits for 401(k)s, IRAs, and more to help make your annual investment game plan!
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The Mega Backdoor Roth Solo 401(k) for Solopreneurs
The Mega Backdoor Roth 401(k) has typically been reserved for select Fortune 500 companies. Here’s how you – the Solopreneur – can access this little known strategy!
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