The cost of college tuition continues to soar year after year.
That’s why we’re here to help you plan ahead and make the most of your college savings with a Coverdell Education Savings (formerly Education IRA). Withdrawals are tax-free and penalty free for qualified* higher-education expenses. Funds can also be transferred from one child’s account to another child in the family.
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We understand college planning can be difficult. To help you determine the best plan for your family, we have support on hand for all of our members. Talk with Bill today!
*Earnings are subject to tax and penalty for unqualified withdrawals. Consult a tax advisor for full details.