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529 Q & A
Most frequently asked investment questions about 529 Plans. See if your Question is answered.
- Coverdell ESA vs. 529 Plan: Which to choose? (Video)
- Coverdell ESA vs. 529 Plan: Which to choose? (Script)
- What is the best 529 plan for me? (Video)
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