Verified Submission
financial529 plans
#RI-6a6b02bf·7 months ago·
2
Author avatar
Lookback: 18 years

Transfer 529 funds to nephew

Started 529 for nephew, now using for college expenses

What I wish I knew
"Check 529 plan terms"
If I could tell you one thing
"Consult plan documents before transferring funds"
0
1/10
Positive or neutral outcome.
Would make the same decision again.
SettledMixedSevere

Advice for Someone Facing This

Short, upvotable wisdom. The most helpful rises to the top.

No advice yet. Be the first to share wisdom.

Discussion

React, question, or discuss this decision.

Sign into join the discussion
financial Category
1,609
financial decisions logged. Avg regret 5.4/10 across the category.
Same Outcome Band
35%
of financial decisions land in the settled band the same as this one.