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Reply to "Rolling out DC 529 to a better 529 plan"
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[quote=Anonymous]Can someone walk me through the steps involved in doing the above so as to avoid the tax recapture? I don’t trust the info given to me by the agent I spoke with via phone since she initially told me that the tax recapture period was 5 years . It was after I disputed her info that she searched the dccollege savings website and confirmed that it was two years. Also if we’re not putting in the max deductible amount (8K)/year, does it even make sense to have the money in the DC plan? Thanks. [/quote]
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