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Roth IRA conversions: Paying taxes sooner than later may make sense

Possible Federal Exemption Sunset: Who Should Prepare, and How?

Tackling Inflation Head-on in Financial Plans

TURNING 65 Part 4 – Optimizing Social Security Benefits

TURNING 65 Part 3 – Medicare II: Choosing Plans and Filling the Gaps

TURNING 65 Part 2 – Medicare I: The Basics and Enrollment

TURNING 65 Part 1 – Pre-65 Health Insurance Options for Early Retirees

Paying for College (Part 2): Saving for College with a 529 Plan

Paying for College (Part 1): Overview of College Funding Options

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ABOUT ALTAIR

Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives.

303 West Madison Street, Suite 600, Chicago, IL, 60606 +1 (312) 429-3000

© 2025 Altair Advisers. All rights reserved.

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