Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
529 Plans for Children with Special Needs
Millions of families with children who have special needs face a unique college savings challenge: how to save without jeopardizing eligibility for means-tested benefits like SSI and Medicaid. In this episode of The College Savings Podcast, Lucas and Luna break down the lesser-known intersection of 529 plans and disability planning. They explore why a traditional 529 can trigger asset limits, how an ABLE account offers a parallel savings vehicle with key tax advantages, and the strategic trade-offs between the two. Referring to the SECURE Act 2.0 and recent IRS clarifications, the hosts…
The skinny
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