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Coverdell Education Savings Account (ESA)
A Coverdell Education Savings Account is a tax-deferred trust that assists families with educational expenses.
An education IRA is a tax-advantaged investment account for higher education, now more formally known as a Coverdell Educational Savings Account (ESA).
Form 1099-Q Overview
Form 1099-Q: Payments From Qualified Education Programs is distributed by the Internal Revenue Service (IRS) to individuals who receive distributions from a Coverdell ESA or 529 plan from his or her investment company.
Retirement Plan Tax Form 5329
If you've taken early distributions or owe excess-contribution or excess-accumulation penalties, then you may owe money to the IRS at tax time. Form 5329 is the form you need.
Tax-Advantaged Ways to Pay for Preschool
There are distinct benefits to grandparents paying for early education for their grandchildren.
How New Tax Changes Promote 529 Investments
The latest round of tax reform has triggered new interest in the benefits of 529 savings plans.
Clearing up Tax Confusion for College Savings Accounts
Put your kids through school without being hounded by the tax man.
The Truth About Endowment Life Insurance Policies
Endowment life insurance is a way to save for your child's college education, but is it as beneficial as the insurance industry wants you to believe?
4 Smart 529 Plan Alternatives to Consider
Learn about some alternatives to the popular college-saving 529 plan that may also make sense, such as prepaid tuition plans and Coverdell accounts.
E*TRADE Core Portfolios vs. TD Ameritrade Essential Portfolios: Which Is Best for You?
If you've narrowed your robo-advisor choice down to E*TRADE and TD Ameritrade, we can help you make that decision by detailing their differences.