Series 50: Rollovers

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., 529 savings plan to prepaid tuition plan)

•One state’s 529 plan to another state’s 529 plan

Each of these types of rollovers can be conducted without any tax con