Accounts

Coverdell ESA (Educational Savings Account)

educationThis special account allows you to save for college expenses as well as allows you to use funds for elementary and secondary school expenses.

Make annual, non-deductible contributions similar to IRAs and watch the account grow free of federal income taxes. Withdrawals from the account are tax-free as well.

Check with your tax advisor to see if this account would work for you.

Call 925-771-5600 for more information.