What happens to 529 when child turns 21?

Once your child reaches the legal age to control the account, they can and 529 plans don't expire. Even if your child doesn't go to college, they will still have access to the funds. Investments grow tax-deferred and can be applied to another family member or grandchild's education expenses down the line.

Is there a 60 day rollover for 529 plans?

ing to IRS regulations, you are eligible to roll over from another 529 plan once every 12 months without changing the beneficiary. To be valid, a rollover from another 529 plan must be made within 60 days of the distribution from the other 529 plan.

Can a 529 be rolled into?

There is a lifetime rollover limit of $35,000. In addition, the rules indicate that funds contributed to the 529 account within the five years preceding the rollover will not be eligible to roll over.

Do I have to report a 529 rollover?

Under 529 transfer rules, a rollover from one 529 plan to another 529 plan is tax-free and does not count as income on the Free Application for Federal Student Aid (FAFSA). This includes a distribution that is deposited in another 529 plan within 60 days of the distribution.

Get Ishares 529 Plan

CSARA FRM 01328C 0715 Page 1 of 3 DO NOT STAPLE iShares 529 Plan Incoming Rollover Form Complete this form along with your financial advisor to initiate a direct rollover from another 529 plan or.

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