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Can I roll over other 529 plan assets into my Franklin Templeton 529 College Savings Plan?

April 26, 2017assets College Savings franklin templeton Plan roll

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Can I roll over other 529 plan assets into my Franklin Templeton 529 College Savings Plan?

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You may roll over funds from another qualified tuition program established under Section 529 of the Internal Revenue Service Tax Code to Franklin Templeton 529 College Savings Plan. This rollover will be subject to federal requirements, and you will need to provide Franklin Templeton with acceptable documentation from the prior program detailing which portion of any rollover contribution consists of a return of principal and which portion consists of earnings. Contact your tax advisor for more information.