VIDEO: New 529 Plan Rules for 2025: Big Changes for K-12 and Career Programs!

Big news for families, students, and career changers! The One Big Beautiful Bill Act has expanded how you can use your 529 plan.

In this video, Leah Woodly, CFP® breaks down the latest changes to 529 rules, including:

  • New qualified expenses for K–12 education (like curriculum, tutoring, and educational therapies) 
  • Expanded use of 529s for vocational programs, licenses, certifications, and apprenticeships
  • Doubling of the annual K–12 tuition limit from $10,000 to $20,000 (starting in 2026)
  • What counts as a recognized postsecondary credential
  • Who these changes benefit the most

Whether you’re saving for private school, supporting a child with special needs, or preparing for a career change, these updates could make a big difference in your financial plan.

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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

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