Can I roll over money from another 529 plan to CollegeChoice Advisor?
Yes. You may perform a federal income tax-free rollover from another 529 plan into your CollegeChoice Advisor account for the same beneficiary once every 12 months. You may also perform a federal income tax-free rollover from another 529 plan into your CollegeChoice Advisor account at any time when you change the beneficiary to a qualifying family member of the current beneficiary. Note that the rollovers are applicable as contributions toward the Indiana state tax credit.
Yes. You may perform a federal income tax-free rollover from another 529 plan into your CollegeChoice Advisor account for the same beneficiary once every 12 months. You may also perform a federal income tax-free rollover from another 529 plan into your CollegeChoice Advisor account at any time when you change the beneficiary to a qualifying family member of the current beneficiary. Please note that, effective January 1, 2010, rollovers from another state’s qualified tuition program will no longer be eligible for the Indiana state income tax credit.
