Alterra Advisors

Understanding Retirement Income – Where Does Your Paycheck Come From?

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.

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.

Federal Estate Tax Exemption 2022: Making the Most of History’s Largest Cap

The federal estate tax exemption is higher than ever…for now. What is the exemption and how can you use it to reduce taxes and pass more wealth to the people and causes you care about before you lose the opportunity?

How Do I Reduce Estate Taxes?

Are you worried about estate taxes eating into your wealth, leaving less for your family or charities you care about? Unsure what you can do or where to start? Use these 5 steps to make and maintain your plan to reduce estate taxes.