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22 December, 19:35

How many times per year can a 529 plan account holder move funds from one plant to another?

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  1. 22 December, 19:43
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    How many times per year can a 529 plan account holder move funds from one plant to another? A 529 plan older is able to make one-tax free move of their plan within a 12-month period. If the plan older decided to make more moves within the 12-month period they are considered a non-qualified distribution and there is also a penalty on the earnings as well as federal taxes imposed.
  2. 22 December, 19:45
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    They are able to move their funds one time every 12 months
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