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Personal Investments • Re: How to switch vanguard 529 account to a different state ?

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I have been residing in state C for a few years with my family. When I created a 529 account for my son in Vanguard, I thought I selected state C. Fast forward a few months later, I saw that the account is actually in state Z which was unexpected. I don't think I made a mistake while selecting the state when I was creating the account. State Z is a tiny US state which has nothing remarkable about it. How do I change the state to something else ?
I think Vanguard only offers 529 plans for Nevada. Does your state require its own 529 plan to be used to receive a state tax deduction for contributions?

Statistics: Posted by anon_investor — Mon Oct 14, 2024 10:31 pm



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