Use This Form to Request a Rollover from Another 529 Plan, a Coverdell Education Savings Account, or a Qualified U
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People also ask
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What is a Fidelity 529 rollover?
A Fidelity 529 rollover involves transferring funds from one 529 college savings plan to another to achieve better returns or benefits. This process is generally tax-free and allows you to take advantage of different investment options offered by Fidelity. By executing a Fidelity 529 rollover, you can optimize your college savings strategy.
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What are the benefits of a Fidelity 529 rollover?
The main benefits of a Fidelity 529 rollover include greater investment flexibility, potentially better fees, and the opportunity to choose a plan that aligns with your financial goals. Additionally, a Fidelity 529 rollover allows you to consolidate your accounts, making it easier to manage your college savings. This enables you to maximize the growth potential of your investments.
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Are there any fees associated with a Fidelity 529 rollover?
While the Fidelity 529 rollover itself is typically tax-free, there may be fees charged by the original plan or the receiving plan. It's essential to review both plans for any associated costs prior to initiating a rollover. Understanding these fees can help you make informed decisions about your college savings.
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How can I initiate a Fidelity 529 rollover?
To initiate a Fidelity 529 rollover, you’ll need to contact both the current and the new plan provider. They will provide you with the necessary forms and instructions to complete the rollover process. It's advisable to gather all required information and consult with a financial advisor to ensure a smooth transition.
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Can I perform a Fidelity 529 rollover multiple times?
Yes, you can perform a Fidelity 529 rollover multiple times; however, the IRS allows only one rollover per beneficiary per 12-month period. This means that careful planning is required to optimize your investments while adhering to IRS regulations. Consulting with a financial advisor can help you navigate these limits effectively.
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What features should I look for in a Fidelity 529 plan?
When considering a Fidelity 529 plan, look for features such as low fees, a variety of investment options, and tax advantages. Additionally, consider whether the plan allows for easy management and transactions online. Understanding these features can help you choose the right plan for your rollover.
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How does a Fidelity 529 rollover affect my tax situation?
A Fidelity 529 rollover is generally tax-free, provided that the funds are transferred directly between qualified plans. This means you won't incur taxes or penalties as long as you adhere to the 12-month rule and other IRS guidelines. Always consult a tax professional to understand your specific situation before proceeding.
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