Series 53: Beneficiaries

Taken from our Series 53 Online Guide

Beneficiaries

An account owner names an initial beneficiary. There is no age limit on the beneficiary, and the owner does not have to be related to the beneficiary. An account owner can even set up a 529 plan for themselves.

An account owner can name subsequent beneficiaries if the original beneficiary does not need the money or is taken off the plan. In this case, the contributions will be rolled over to the subseque

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