Interest Groups

Rollover Rules for 529 Plans - Estate Planning and Administration News

Get the news you want the way you want it: click the RSS button in the right corner to add this feed to your RSS reader, or click here to subscribe to this content. By subscribing, you’ll find this news on your Member Account page, and the latest articles will be emailed to you in your customized IndyBar E-Bulletin e-newsletter.

Estate Planning and Administration News

Posted on: Nov 13, 2014

With the rising costs of college, many families are interested in finding a 529 plan that offers good investment options, and that may mean making a switch from their current plan. This article talks about what families should know when changing plans so that they don't end up owing taxes and penalties that could have been avoided. Check out the article for rollover rules you need to know when switching 529 plans.


Indianapolis Bar Association (IndyBar) est. 1878 | 4,536 Members (as of 2.11.21)