education savings account

Education Savings Accounts and Inherited IRAs: Today's Slott Report Mailbag

Thursday, March 02, 2023

Question: Can an Education Savings Account (ESA) be rolled into a Roth IRA under the recently enacted SECURE 2.0? 529 plans clearly can - beginning in 2024 - but I have found no reference to ESAs. Can you kindly clarify this and direct me to any literature? Thank you,

10 Things to Know About ESAs

Wednesday, August 18, 2021

It’s back to school time! Any parent will tell you that education can be expensive. You cannot afford to miss out on any possible option out there that may help you save. One savings tool that you might overlook is the Coverdell Education Savings Account (ESA). Here are 10 things you need to know about ESAs.

15 Things You Need to Know About ESAs

Monday, August 28, 2017

Education is expensive. If you have children and you are concerned about how you will pay the school bills, you know that you cannot afford to overlook any possible option that may help you save. One savings tool that is frequently overlooked is the Education Savings Account (ESA). Here are 15 things you need to know about ESAs.

How Retirees Can Fund an Education Savings Account with Their RMD

Tuesday, September 08, 2015

Are you retired and taking required minimum distributions (RMDs) from your traditional IRA? If you don't need the RMD money to live, there's a surprising suggestion that would help save for a child's education expenses.

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education savings account