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529 Plans Just Got More Powerful
How the OBBBA Expands Education and Tax Planning Opportunities By Steve Moro, Director of Larson Tax Partners, LLC The One Big Beautiful Bill Act (OBBBA) introduced several significant changes to 529 plans. These are aimed at expanding their utility and accessibility for taxpayers. Below is a detailed summary of the modifications: These changes reflect the … Continued
Markets Hit New Highs as Big Tech Leads, Earnings Roll In
Markets climb as big tech drives weekly gains, led by strong Nvidia earnings and easing trade tensions. Read more.
Stocks Surge on Trade Optimism and Earnings
Markets rebound sharply amid tariff turmoil and Fed patience, with tech and gold leading gains in a volatile but ultimately bullish week.
SECURE Act 2.0 Updates in 2024
The SECURE 2.0 Act was passed in 2022, and with more than 90 provisions being phased in over the next decade, the confusion continues.