Secure Act 2.0

Secure Act 2.0 The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law late in December 2022. SECURE Act 2.0 builds on the original passed in 2019, and it introduces dozens of provisions intended to improve retirement outcomes while also battling inflation. Here are several of the most important measures … Continued

Secure Act 2.0

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law late in December 2022. SECURE Act 2.0 builds on the original passed in 2019, and it introduces dozens of provisions intended to improve retirement outcomes while also battling inflation. Here are several of the most important measures that could impact … Continued

Year-End To-Dos and Financial Housekeeping

Looking ahead to 2024, now is a great time to consider tax strategies in connection with general financial housekeeping. As your trusted one-stop shop for financial services, your Larson team wants to make sure you take advantage of every opportunity to maximize your tax savings while growing your wealth for the future.

Schwab Financial Consultants

Benefits of Working with Larson. Larson Resources Stay up-to-date on the lastest stories affecting the financial sector and your investments.