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Reply to "Can I roll over 100% of the value of my DC529 plan to a Utah plan?"
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[quote=Anonymous]I've had my DC 529 open for almost a decade, and continue to contribute $to contribute monthly at the maximum rate of $4,000 per year. It is only now occurring to me that I should roll over all or some of the balance to a fund with lower fees, like the Utah Fund. I have had the account for two years, so I know I can roll it over with no tax penalty. But how much can I roll over? Can I switch 100% of the account to a Utah account, even the amount that I contributed just last month, or do I have to leave a certain amount in the account to avoid losing tax benefits? Thank you for advice and citations if you have them - I cannot find the answer to this question anywhere. [/quote]
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