Alterra Advisors

A $400,000 Tax Deduction? Meet the Cash Balance Plan!

A cash balance retirement plan offers many small businesses substantial tax deductions…is it right for you?

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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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