Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
How 529 Plans Cover Study Abroad Program Fees
In this episode, Lucas and Luna dig into the often-overlooked details of using 529 plans to pay for study abroad programs. They break down what counts as a qualified expense—tuition, room and board, airfare, and even health insurance—and flag the traps that can turn a tax-free withdrawal into a penalty. They walk through a real-world example of a student in Barcelona, explain the 'enrolled at least half-time' rule, and discuss how to handle currency fluctuations and foreign universities that don't report to the IRS. They also touch on the coordination with financial aid and the…
The skinny
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