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dabracer
New Member

529 Conversion tom Roth: Ownership question

My father started a 529 for our son in 2004, I became the owner of the 529 in 2016. Is the ownership requirement satisfied, or does it re-start/re-set in 2016?

 

DAB

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yesterday
last updated ‎March 22, 2025 5:03 AM
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