Series 51: Rollovers

Taken from our Series 51 Online Guide

Rollovers

Besides rolling over the fund from one beneficiary to another, the funds in a 529 plan can also be rolled over from:

  • One kind of 529 plan to another (e.g., college savings plan to prepaid tuition plan)
  • One state’s 529 plan to another state’s 529 plan

Each of these types of rollovers can be conducted without any tax consequence

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