Coverdell Education Savings Account (Coverdell ESA)

Term Definition
Coverdell Education Savings Account (Coverdell ESA)
A tax-advantaged investment account that allows accumulation of funds to cover future education expenses, subject to limitations. Coverdell ESAs allow money to grow tax deferred and proceeds to be withdrawn tax free for qualified education expenses at a qualified institution.

Phone

Office/Fax (805) 495-2157

Location

200 North Westlake Blvd
Suite 111
Westlake Village, CA 91362