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Reply to "DC 529 plan vs out of state options"
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[quote=Anonymous]OP here, thanks all! It sounds like the best thing for me to do is the following, since my child is still a toddler: Put in up to $8,000/year into the DC plan's State Street S&P 500 fund to get the tax benefits (I am married). Then 2 years after putting the $ in, roll it over into another state's fund (likely NY for me, given the low expense ratios). So if I make $8,000 in contributions in 2014, then in January of 2017 I would move that $ plus any interest it accrues over to NY. Question though--is there any easy way to find out how much interest the $8,000 in 2014 contributions accrued and thus the full amount eligible for roll-over to NY in Jan. of 2017, while not having to pay off the tax benefit I received for the tax year 2014? Thank you all![/quote]
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