Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
How 529 Plans Pay for Graduate School
Most families think a 529 plan is strictly for undergraduate tuition, but the tax code actually treats graduate education much more like college than high school. We break down the specific mechanics of using these accounts for master’s degrees, law school, and medical residencies, including how distributions are taxed when they exceed qualified expenses. This episode focuses on the one-time rollover rule into a Roth IRA and how to structure withdrawals so you don't trigger unexpected penalties during your child's advanced studies.
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The skinny
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