Aileen Beno-Lietz, Author at Larson

#21 and Climbing

August 13, 2025

Larson Financial Group has been named one of the Top 50 Fastest Growing RIAs by Financial Advisor magazine, ranking #21 nationally.

529 Plans Just Got More Powerful

August 12, 2025

By Aileen Beno-Lietz

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

Smart Saving for the School Year

August 12, 2025

By Aileen Beno-Lietz

How 529 Plans Support Education and Estate Planning Backpacks? Check. Notebooks? Check. Crayons, calculators, and lunchboxes? Check, check, and check. As families scramble to wrap up their back-to-school shopping, one item that rarely makes it onto the supply list (but absolutely should) is a 529 plan. While it may not fit in a backpack, this … Continued

Turning Gains Into Good

August 12, 2025

By Aileen Beno-Lietz

A Smart Gifting Strategy for a Strong Market Year If your portfolio has grown significantly this year, there’s a smart way to do good, without giving up financial ground. When markets are strong, many investors find themselves sitting on appreciated assets that have gained substantial value over time. While it’s tempting to cash in and … Continued