2 Great Self-Directed Solutions
Get up to $200 cash back when you open an account!
Get $200 back into your account when using retirement funds to establish a Self-Directed IRA LLC, Solo 401(k) or ROBS Solution. If you establish your new account with a credit card, instead, receive a $200 discount.
Receive $50 when establishing a Custodian Controlled Self-Directed IRA.
- Contribute Up to $2,000 Per Beneficiary
Income must be $110,000 or less for individuals or $220,000 or less for couples filing jointly. Corporations and trusts may contribute without income restrictions.
- Take Tax-Free Distributions
Distributions are not taxed if they are less than the cost of qualified education expenses.
- Self-Direct Your ESA
With checkbook control, invest in alternative assets without a custodian.
- Get Educational Expenses Covered
May include tuition, fees, books and other supplies, tutoring services, internet access, and much more.
The Coverdell ESA
An ESA is a federally sponsored, tax-advantaged trust or custodial account set up to pay for qualified education expenses.
Do everything on our app
We want to work with you
Individual, institution, or advisor—we’ll handle all your IRA or 401(k) alternative asset custody needs.
We Handle Everything
We open your self-directed bank account, handle all IRS reporting, and offer annual IRS compliance services.
Our self-directed plans have no account value fees, account management fees, or minimum balance requirement.
For Institutions & Advisors
Gain online access to client accounts and generate fees from your clients’ investments in alternative assets.
Download our info kit for more in-depth reading about the Coverdell ESA
Robust, easy to read, and updated for 2020. This guide is your one-stop shop for all the most important questions about the Coverdell ESA.