Education Planning

CESA

  • Coverdell Education Savings Account
  • Contributor is the individual who establishes the CESA
  • Contribution limit per year, per beneficiary is $2,000, individual designated to receive the benefit of the assets in the CESA
  • Deadline for making contribution is the contributor’s tax-filing due date, excluding extensions
  • MAGI (Modified Adjusted Gross Income) may impact the amount of contribution

 

  

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