Series 52: 1.6.2.5. Rollovers

Taken from our Series 52 Online Guide

1.6.2.5. 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 state’s 529 plan

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