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Coverdell Education Savings

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.