Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
The 529 ABLE Account Strategy for Special Needs
Lucas and Luna explore how families can pair a 529 plan with an ABLE account to save for a child with disabilities without jeopardizing Medicaid or SSI. They break down the $18,000 annual contribution limit, the 529-to-ABLE rollover of up to $16,000 per year, and the key difference: ABLE accounts don't count as assets for means-tested benefits. Using a real example of a family in Ohio, they show how to coordinate both accounts for maximum tax advantage and benefit protection. Episode 13 of The College Savings Podcast with Fexingo.
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The skinny
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