How can I change a account type from Investment to 529a?

Chris Bogdon
Chris Bogdon Member ✭✭
edited January 2019 in Investing (Windows)
When I opened my 529 plans for my kids, they were only Investment accounts.   Now, Quicken has a 529 plan option when creating a new account.   What is the benefit of setting this up as a 529?   Also, can I change my old accounts from Investment to 529?

Comments

  • Chris Bogdon
    Chris Bogdon Member ✭✭
    edited December 2018
    Actually, never mind.   If I change the old account to Tax Deferred a button appears to convert to 529A    It wasn't clear at first!
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