Save and Pay for a Child's Education Expenses, Tax-Free
Access your Guide to Coverdell Education Savings Accounts.
Unlock your CESA Guide to learn about:
Learn How to Save, Invest and Pay for Qualified Education Expenses Tax-Free
A self-directed CESA allows for tax-free growth and tax-free distributions for a child's qualified education expenses with greater investment freedom and flexibility.
What Clients are Saying About Equity Trust Company
Equity Trust goes above and beyond customer service. Both myself and spouse have entrusted Equity Trust in our property investment needs. We have been extremely pleased with the turnaround time on our investments. Their staff is highly trained and extremely friendly. We have referred to both our relatives and friends for their investment needs.
Candice P., Ohio
Equity Trust Company has the custodian of my IRA account of over 10 years. I have found their representatives to be knowledgeable and helpful. I have bought and sold trust deeds and real estate and have never encountered any problems. I would recommend them to anyone looking for a reliable custodian for a self-directed IRA.
Richard C., Arizona
Learn how to build tax-free savings for your children by investing in what you know with a CESA.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.
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Save and Pay for a Child's Education Expenses, Tax-Free
Access your Guide to Coverdell Education Savings Accounts.
Learn how to build tax-free savings for your children by investing in what you know with a CESA.
Expand and diversify your investing with confidence.
Create a customized portfolio for retirement, health care and a child's education with the freedom to invest in the traditional markets and alternative assets – all in one place.
We have more than 35 years of experience in the custody/administration of self-directed IRAs, 401(k)s, HSAs and other tax-advantaged plans. See why clients choose Equity Trust.
Ongoing education with webinars, educational YouTube channel, live workshops, reports, guides, infographics, FAQs and more.
Wealth-Building Education
Simple, straightforward annual maintenance fee based on account value with no transaction fees for standard processing.
Value
Personalized service you can rely on from investment liaisons and account service teams dedicated to client satisfaction.
Service & Operational Excellence
Invest, track and manage your accounts online from any device with myEQUITY and the Digital Asset Platform.
Innovation & Technology
An industry-leading custodian with over 35 years of experience and approx. $25 billion of assets under custody/administration.
(as of 12/31/18)
Trusted Custodial Experience
Invest in real estate, notes, private equity, cryptocurrencies, stocks, mutual funds, foreign currency and more – all in one place.
Investment Freedom
Qualified higher education expenses
Qualified elementary and secondary education expenses
Account eligibility requirements
Contribution limits and requirements
Frequently asked questions and more!