Rebalance limits 529 and plan transfer

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Topic Author
tenkuky
Posts: 2626
Joined: Sun Dec 14, 2014 3:28 pm

Rebalance limits 529 and plan transfer

Post by tenkuky »

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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