Ryan Lasker (@ryanlasker) 's Twitter Profile
Ryan Lasker

@ryanlasker

tax writer @aicpa • CPA • previously @morningbrew • @gwbusiness alum • he/him

ID: 129665255

calendar_today05-04-2010 01:52:10

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Richard Rubin (@richardrubindc) 's Twitter Profile Photo

The two key limits on this provision are a $35,000 per-beneficiary lifetime rollover cap and a requirement that the 529 plan had to be in effect for at least 15 years. Aimed at preventing quick transfers and creating a cap on benefits for high-income people.

Richard Rubin (@richardrubindc) 's Twitter Profile Photo

Me Taxpayer. You Spouse. New from me on the persistence of men putting their names first on joint tax returns: wsj.com/articles/youre…

Isabel Contreras (@contrerasnews) 's Twitter Profile Photo

Personal finance pros! When’s the moment to graduate from online tax filers to hire an accountant to do your taxes instead? Are there any key milestones that should elicit this pivot? ✉️ My DMs are open, or you can email me: Isabel at morningbrew dot com