Why Choose a Coverdell ESA?

A Coverdell ESA from First Service can help you cover qualified elementary, secondary, or higher education expenses at most public, private and parochial schools. Your Coverdell ESA pays for your minor’s tuition, housing, books, transportation, computers and other qualifying school expenses.

Coverdell ESA Features

    Save Up for Your Child's Education

    Contribute up to $2,000 per child, per year until they turn 18.

    Earn Dividends

    Choose from either a Savings or CD with the same rate as an IRA.

    Tax Benefits

    Earnings and withdrawals are tax-free when used for qualifying educational expenses.58

    Federally Insured

    Insured by the NCUA up to $250,000.

Open a Coverdell ESA with a Qualifying IRA

You can open your Coverdell ESA with either of the following fixed-rate IRA options below:

Schedule an Appointment


To make an appointment with a First Service Wealth Management financial advisor, available through CUSO Financial Services, Inc., give us a call at 713-676-4356 or email us at WealthManagement@FSCU.com.111


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