Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
529 Plan Rules for ROTC and Military Academy Expenses
In this episode, Lucas and Luna break down how 529 plans can be used for ROTC-related expenses and military academy costs, a topic that's often overlooked. They discuss what qualifies as a qualified education expense for ROTC cadets, including uniforms, books, and equipment, and clarify the rules for military academy attendees. The conversation covers the interaction between 529 withdrawals and military tuition assistance, plus the impact on financial aid. With August 2026 enrollment right around the corner, this episode offers practical guidance for families navigating the intersection…
The skinny
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