Series 51: Changing Investments Within A 529 Plan

Taken from our Series 51 Online Guide

Changing Investments Within a 529 Plan

IRS rules allow a contributor to change the type of investments within a 529 plan twice per year.

Since you're reading about Series 51: Changing Investments Within A 529 Plan, you might also be interested in:

Solomon Exam Prep Study Materials for the Series 51
Please Enable Javascript
to view this content!