Alterra Advisors

Charitable Remainder Trusts (CRT)

A Charitable Remainder Trust (CRT) is an irrevocable trust that generates income for you or your beneficiaries with the remainder going to your favorite charity. Is it right for you?

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Can you gift too much?

A discussion of giving too much away might initially seem strange. But, if you’re not careful, you might inadvertently end up with a tax bill on funds you give away. This is called the gift tax and the IRS expects you to know it. After all, they’ve generously listed it on their website for you to read! So, how does it work?

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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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2021 Retirement Plan 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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