How can I change a account type from Investment to 529a?
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Chris Bogdon
Quicken Windows Subscription Member ✭✭✭
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?
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