Series 65: 6.4.2.1. Coverdell Education Savings Accounts

Taken from our Series 65 Online Guide

6.4.2.1. Coverdell Education Savings Accounts

The Coverdell Education Savings Account (CESA or Coverdell ESA) was previously known as the Education IRA. The Coverdell ESA is similar to a 529 college savings plan in that contributions are made with cash in after-tax dollars and all withdrawals can be made tax-free as long as they are used for qualified educational expenses.

Otherwise, a Coverdell has several characteristics that are different from those of a 529 plan

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: 6.4.2.1. Coverdell Education Savings Accounts, you might also be interested in:

Series 79 - Fraudulent Interstate Transactions as to Any Security

Series 7 - 14.8.5 Three-Year Records

Series 24 - Listing Termination

Series 65 - Exchange Traded Funds (ETFs)

Series 28 - Chain of Command

SIE - Hedging with Protective Puts and Calls

Series 6 - 4.2.12.1.1. Government-Sponsored Enterprises (GSEs)

Series 24 - Compliance with Rules & Registration Requirements

Series 24 - Registration and Order Execution

Series 54 - Municipal Advisors

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I passed the test [the Series 65] with flying colors. Your study material, particularly the book and the online exams were the difference maker. Other individuals in my firm used exam prep courses from other companies and unfortunately did not pass the exam. I am confident in saying that these materials were the difference maker. Thank you for creating such a great product. Everyone in my firm will use your simulators going forward.

Chris T. Chambers, Senior Partner, My Harvest Field, Inc., Clearwater, FL

I passed the Series 65 exam on my first attempt. Your practice exams really helped. Thanks again.

Colin Tucker, Little Rock, AR

I passed the Series 65 this afternoon! Your online test simulation was terrific. Thanks so much!

David G., San Francisco, CA

I passed the Series 65 with a 92% thanks to the Solomon practice exams. The questions on the practice exams were very similar to what I actually encountered on the actual exam, and the ability to take unlimited practice exams really built my knowledge and confidence. I highly recommend this product to anyone studying for the Series 65.

Neal Thompson, Denver, CO, Series 65

Thanks to you I passed the Series 65 exam on my first try. I appreciated your materials and online test bank.

Jeff

Awesome customer service and material. Will definitely be a returning customer

Michael, MM Financial Planning. New York, NY