Rebalance limits 529 and plan transfer

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tenkuky
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Joined: Sun Dec 14, 2014 4:28 pm

Rebalance limits 529 and plan transfer

Post by tenkuky » Tue Sep 18, 2018 2:41 pm

I recently transferred 529s to my state 529 to avail of the state tax deduction.
I previously used the 2 per year rebalance limit.
Can I rebalance again before Dec 31 aka 2 per year per plan or is 2 per year per beneficiary/account owner regardless of transfer?
Hope the question makes sense!
Thanks!

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