The Big Beautiful Breakdown: Expanded 529 Plan Flexibility

In this emergency headline episode of Traction with the Tiger, host and Tax Tiger Chris Wittich is joined by Isabel Wollermann from the tax team to break down recent changes to 529 plans included in the One Big Beautiful Bill. From doubling the K–12 spending limit to $20,000, to allowing funds to cover professional credentials like the CPA exam, these updates significantly expand how families can use 529 savings. Tune in to hear how these changes might impact your education planning, whether you’re saving for a kindergartener or a future grad student.