Coverdell ESA

Coverdell ESA

Coverdell ESA – The Best Way to Save for K-12 Education Coverdell ESA (formerly called Education IRA) is the most attractive way to save for K-12 expenses, including UGMA/UTMAs and mutual funds. However, there are income requirements that preclude some...
UGMA/UTMA

UGMA/UTMA

Overview Prior to 529 plans, UGMA/UTMA was the most tax efficient manner to save for college and transfer wealth to children and grandchildren. UGMA stands for The Uniform Gifts to Minors Act, and UTMA stands for The Uniform Transfers to Minors Act. UGMA and UTMA are...
The Road to Reauthorization

The Road to Reauthorization

What is the Higher Education Act and, more importantly, why should you care about it’s reauthorization? The answers to those questions are fundamental to your membership in College Parents of America. The Higher Education Act, which originally was passed by the...

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