Don’t trust answers here as it concerns taxation or tax deferred accounts. The correct place to go is to your tax person…not here. We do have a couple of tax pros as subscribers but you’ll want to talk to your tax person to see what they say. This site is all about stock selection, not tax advice. So make sure to go to the correct source to get the correct answer.
Reply To: 529 QuestionsSean Hyman2020-12-28T10:40:18-06:00