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College savings success stories: Our own success

by Kathryn Flynn
We thought you might be interested in how saving for college worked for our own families. This weeks success story comes from our very own Chief Operating Officer, Marie Osypian.

Message Board

A few questions about rollovers
I did a rollover at the end of last year from a Coverdell to a 529 (it went from my Vanguard Coverdell account directly into my 529 plan. I never received the money). I have a couple of questions: 1) I received a 1099-Q. Does this transaction need to be reported anywhere on my taxes? 2) I believe I read that you can only do one rollover in a 12 month period. Is that from the date of the distribution?... Discuss