Coverdell Education Savings Account (Coverdell ESA)

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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 Coverdell ESAs allow money to grow tax deferred and proceeds to be withdrawn tax free for qualified education expenses at a qualified institution.

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2945 Townsgate Road, Suite 200
Westlake Village, CA 91362

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1548 W. Preserve Ct.
Bluffdale, UT 84065

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