Post #589 by AdrianC on the Retirement Investing board

Personal Finance Topics / Retirement Investing

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I Bonds can be used to pay for college, and no tax is due on the interest, a nice perk if you can use it.

Subject to income limitations.

2025 limits
For joint returns, the exclusion begins to phase out for MAGIs above $149,250...

Yes. I plan on being retired sometime during the kid's med school, so it could work out.

Funnily enough, she's in the last semester of undergrad and her 529 plan currently has more money in it than when she started, thanks to this bull market we have enjoyed (and a cheap in-state school with merit scholarships).

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