Coverdell ESAs — Articles

Posts tagged Coverdell ESAs

Q is for Qualified Coverdell ESA Distributions: Helping Your Clients Pay for Education Expenses

If it’s been a while since you’ve worked with Coverdell ESAs, here’s a refresher on the rules and your responsibilities when processing ESA distributions.

ESAAscensusOctober 19, 2023Coverdell ESAs, Coverdell ESA, Regulations, Reporting

Common Coverdell ESA Distribution and Portability Questions

Here are answers to some of the common Coverdell ESA questions we receive from financial organizations.

expert, ESAAscensusJune 15, 2023Coverdell ESAs, Coverdell ESA, Compliance & Operations, Q&A