Converting Coverdell ESA to a 529 Plan
When converting from Coverdell ESA to a 529 plan, if I subsequently convert from 529 to Roth, does the time the funds were in the Coverdell count toward the 15 year hold required to change assets from 529 to Roth? Or do the funds need to wait 15 more years in the 529 before being converted?
Submitted by Anthony Perrone on Thu, 2024-03-14 16:44