Personal Investments • Moving 529 from one state to another

not much of a hassle, but a pitfall would be if you've taken WI state tax deductions for your contributions. If you roll over to another states plan, WI will recapture all of the deductions you have taken and tax you on them.

See at bottom of saving for college site, you can confirm with the plan itself.

https://www.savingforcollege.com/529-pl ... sin/edvest

Mike

Statistics: Posted by fabdog — Sun Aug 11, 2024 3:22 pm — Replies 1 — Views 72

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