top of page
Group of four hikers trekking across a mountain ridge.

Neil E. Larson CPA, PLLC

8535 NE 147th PL
Kenmore, WA 98028

Phone:

4254836105

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Close up of a vintage compass rose and map with directional markings.

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explores how investment strategy changes once retirement begins.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Determine whether you should consider refinancing your mortgage.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

This calculator can help you estimate your annual federal income tax liability.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck