Series 7 Exam Prep 13, Education Accounts and Tax-Advantaged Savings
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The key differences between 529 plans and Coverdell ESAs regarding contribution limits and income restrictions. - Who maintains control over the assets in 529 plans versus Coverdell ESAs and custodial (UGMA/UTMA) accounts. - The definition of qualified…
The skinny
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