Backdoor Coverdell

In this informative video, we dive into the strategy of utilizing a Backdoor Coverdell to optimize education savings for your family’s future. Coverdell Education Savings Accounts (ESAs) offer unique tax advantages, allowing you to contribute after-tax dollars that grow tax-free and can be withdrawn tax-free for qualified education expenses. Watch here: 🔗 https://youtu.be/Ut5hnTuujcM

If you need help creating a personalized education savings strategy, let’s chat! Book a discovery call here:

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If you want to hear more about Coverdell, you can watch our full video covering Coverdell vs 529 here: 🔗 https://youtu.be/ew5BKu_7CTY