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This page contains a single entry by lsaret published on December 28, 2008 8:31 PM.

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529 Plans

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IRS Notice 2009-01 modifies Notice 2001-55, 2001-2 CB 299, and provides that a section 529 program (qualified tuition program) does not violate the investment restriction under IRC Sec. 529(b)(4) if it permits a participant to change investment strategy selected for an IRC Sec. 529 account twice during calendar year 2009.  A change in investment strategy upon a change in the designated beneficiary of the account continues to be permitted as under Notice 2001-55.    
Notice 2009-01 will appear in IRB 2009-2, dated Jan. 12, 2009. 

Posted by Lewis J. Saret, General Editor, Wealth Strategies Journal.

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