Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
Using Your 529 Plan for Graduate School Tuition
Lucas and Luna dive into how 529 plans can cover graduate school costs, from law school to medical school, with a focus on the $10,000 lifetime limit and tax implications. They discuss a real case: a family using 529 funds for an MBA, including how qualified expenses differ from undergraduate rules. Learn about room and board limits, the impact of scholarships on withdrawals, and strategies to avoid penalties. Perfect for parents planning for advanced degrees or listeners considering a career pivot later in life.
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The skinny
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