Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
529 Plan Rules for K-12 Tuition and Expenses
In this episode of The College Savings Podcast, Lucas and Luna dig into a 529 plan feature that many parents overlook: using the account to pay for K-12 tuition. They explain the federal tax rules, the state tax deduction quirks, and the annual limit of ten thousand dollars per beneficiary. They also walk through what counts as qualified expenses, from tuition to certain tech purchases, and what doesn't. The conversation includes a real-world example of a family in Texas who used their 529 to prepay a year of private school, and they touch on the recent rollover-to-Roth option as a…
The skinny
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