What is a 529 Plan?
529 plans are tax-advantaged savings plans created to encourage saving for the future cost of a college education. There are two basic types of 529 Plans.
Tag Archive for: ESA
What is a Coverdell ESA?
/in Articles, Saving for Education /by Todd FrankA Coverdell ESA (Education Savings Account) is a tax-advantaged savings account created to encourage saving for the future cost of a child’s education.
529 Savings Plan Versus Coverdell ESA
/in Articles, Saving for Education /by Todd Frank529 Savings plans and Coverdell Education Savings Accounts (ESAs) are two of the most popular tax-advantageous way to save money for future education expenses.
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Frank Financial Advisors provides financial planning and investment management services to clients Nationwide. Locally, we serve the families of Carlsbad, Oceanside, Encinitas, Escondido, Rancho Santa Fe, San Marcos, and other north county San Diego neighborhoods.
Frank Financial Advisors
2710 Loker Ave W Ste 230
Carlsbad, CA 92010
San Diego County
(760) 438-3360
Toll-free: (866) 587-1230