Series 52: Rollovers

Taken from our Series 52 Top Off 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., education savings plan to prepaid tuition plan)
  • One sta

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Solomon Exam Prep Study Materials for the Series 52
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