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Coverdell Education Savings Account Rollovers

Rollovers may take place without tax consequences in four ways:

  • They are rolled over to other children in the same family.
  • If rolled over into new investments, they are for the same beneficiary.
  • They are rolled over to the children of the original beneficiary.
  • They are rolled over within 60 days.

Any amount may be rolled over.

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