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Reply to "DC 529 rollover"
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[quote=Anonymous]Has anyone done a rolling contribution and rollover? Is this ok to do? So for example, let's say I contribute $4000 on 1/1/15. By 1/1/17 I should be able to transfer my money into another 529 plan. And let's say I contribute $4000 every year. So then starting in 1/1/17, I will transfer $4k + gains into a new 529, on 1/1/18 I will transfer the next contribution from the following year into that new 529 etc. So that the money always stays in for 2 years minimum but as soon as each contribution hits the 2 year anniversary, it gets rolled out into a decent 529 plan. Would love some advice![/quote]
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