Can I move over another 529 account at a later date?

You can move over another 529 account to Wealthfront any time after you open a Wealthfront 529 account. Keep in mind that IRS regulations allow one tax-free rollover for the same beneficiary (i.e. the student you're saving for) in a 12-month period. 






Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at All securities involve risk and may result in some loss. For more information please visit or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.

Was this article helpful?