Coverdell Education Savings Accounts
Many individuals open Coverdell education savings accounts (ESAs) to help pay for their children’s or grandchildren’s rising education costs. This webinar provides a comprehensive review of ESAs. Topics include legislative changes, tax benefits, document requirements, eligibility rules, contribution limits, and reporting requirements.
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Get retirement, health, and education savings plan compliance training without leaving your office. Our large selection of webinars are available live or for digital download.
We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.