Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
Using Your 529 Plan for Certification Exam Fees
In this episode of The College Savings Podcast, Lucas and Luna explore how 529 plans can cover certification exam fees for professional credentials like the CPA, CFA, PMP, and nursing or IT certifications. They walk through the specific IRS rules that define qualified expenses for exams, highlight the difference between prep courses and the test itself, and discuss how this flexibility helps students and career-changers reduce out-of-pocket costs. With concrete examples and practical tips on documentation and timing, this episode helps listeners understand an overlooked use of their 529…
The skinny
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