Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
How 529 Plans Fund Graduate School
Most families assume their 529 plan is strictly for undergraduate tuition, but the rules have quietly expanded to include graduate and professional school costs. In this episode of The College Savings Podcast, Lucas and Luna break down how you can use existing 529 balances to pay for law school, medical residencies, or master’s degrees without triggering immediate tax penalties. They examine the specific dollar limits for non-qualified distributions, the one-time rollover allowance for Roth IRAs, and the critical distinction between qualified education expenses at accredited institutions…
The skinny
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