Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
How a 529 Plan Can Pay for Your Childs Special Needs Education
Episode 112 of The College Savings Podcast with Fexingo dives into a critical but often overlooked use of 529 plans: funding special needs education. Lucas and Luna break down the specific expenses covered under IRS guidelines, from K-12 special education services to postsecondary support for students with disabilities. They discuss the 2017 Tax Cuts and Jobs Act expansion that opened K-12 eligibility, how to document qualified expenses like tutoring, therapy, and assistive technology, and the crucial distinction between medical and educational costs. The episode also covers the impact of…
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