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Taxation & Estate Planning

: New Jersey Estate & Elder Planning Blog

Changing your 529 Investment - Not so Fast

By Deirdre R. Wheatley-Liss, Esq.

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Category: Financial Planning

I learned something new this week - 529 plans (Qualified Tuition Plans under Internal Revenue Code Section 529) only allow one (1) investment change a year.  So, if you reallocated in February, you can't do it again in September.  Now, prior to the recent market turmoil, I don't know if many parents gave it much thought.  With the recent market turmoil, I am sure the performance of 529 Plans has become a priority conversation topic at kitchen tables round the country.  One possible solution offered - tranfer the 529 Plan to a plan operated in a different state, so you can have "new" investment options.

Full post as published by New Jersey Estate & Elder Planning Blog on October 29, 2008 (boomark / email).

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