Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
How the College Savings Shift to K-12 Changes Everything
The SECURE 2.0 Act expanded 529 plans to cover K-12 tuition, creating a new layer of tax-free flexibility for families. Lucas and Luna break down the specific mechanics of this rollover rule, the five thousand dollar annual limit per beneficiary, and how it interacts with existing college savings goals. They examine whether this benefit is a genuine strategic advantage or just another complication for middle-class households trying to balance education costs against retirement security.
#529Plans #K12Education #CollegeSavings #StudentDebt #TaxStrategy #SECURE2Act #FamilyFinance…
The skinny
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