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Rollover Rules for 529 Plans - Estate Planning and Administration News

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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.

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