Investment options and changes
Learn more about the investment options available for your CHET account.
Per IRS rules, you can only change current investments twice in a calendar year—or if you change the beneficiary—without incurring taxes. The conversion from TIAA did not count toward one of the two IRS-sanctioned exchanges. However, any exchanges taken at TIAA prior to February 5 do count toward the yearly limit. You can change the investment instructions for future contributions at any time.
For more information about making changes to current and future investments, read How to change your 529 plan's investment instructions.