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Reply to "the dc 529 plan -- transfer funds out?"
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[quote=Anonymous]Hi - resurrecting this thread. Can someone answer PP question? I understand that you cannot move funds until you've had your money in the DC 529 for two years *after you have established* your accounts. But what about subsequent years? I.e., I open an account in 2016. In 2018, I can move my funds out. But I add another 4K in 2017. Does that money also need to stay in the account for two years -- or, because my account is already past that two-year mark -- can I get the tax benefit but move the funds out earlier than two years hence?[/quote]
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