Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
529 Plans Can Cover Your Child's Special Needs Therapy
Lucas and Luna dive into a little-known 529 plan provision: using funds for special needs therapies like speech, occupational, and behavioral therapy. With specific examples from the IRS rules and a real-world case of a family using a 529 for autism-related expenses, they explain what qualifies, what doesn't, and the key documentation you need. If you're a parent or grandparent planning for a child with special needs, this episode gives you actionable guidance on leveraging your 529 without triggering penalties.
#529Plan #SpecialNeeds #TherapyExpenses #EducationFunding…
The skinny
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