Practical Perspectives: Key financial issues for you and your family – Married investors consider a Coverdell ESA
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Description
Abstract: In this issue, “Practical Perspectives” examines the case of a couple who, while considering a Section 529 plan to save for their child’s education, came across the name “Coverdell.” Their advisor explains that a Coverdell Education Savings Account offers far more investment choices than a 529 plan — but that it comes with some provisos.
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