Education Savings Account Guide
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A self-directed CESA allows for tax-free growth and tax-free distributions for a child's qualified education expenses with greater freedom and flexibility.
Learn How to Save, Invest, and Pay for Qualified Education Expenses Tax-Free
Richard C., Arizona
Equity Trust Company has been the custodian of my IRA account for 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.
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Candice P., Ohio
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.
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Learn how to build tax-free savings for your children by investing in what you know with a CESA.
©Equity Trust Company. All Rights Reserved.
Equity Trust is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust 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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©Equity Trust Company. All Rights Reserved.
What Clients are Saying About Equity Trust Company
Access Your Guide to Coverdell Education Savings Accounts
Save and Pay for a Child's Education Expenses, Tax-Free
Unlock your CESA guide to learn about:
- Qualified higher education expenses
- Qualified elementary and secondary education expenses
- Account eligibility requirements
- Contribution limits and requirements
- Frequently asked questions and more!
Why Equity Trust?
With 45 years of financial service experience, our track record of success with self-directed IRAs, 401(k)s, and other retirement plans is unmatched. See what makes us better than the rest.
Investment Freedom
Create a customized portfolio of alternative assets as well as traditional investments with a single custodian.
Recognized Leader
Our track record of excellence is unmatched in the industry. Over 170,000 investors rely on us to custody over $25 billion in assets. (as of 12/31/2018)
Innovative Technology
Simplify investing and account management online, through our industry-leading system, myEQUITY.
Service Excellence
Recognized as an exceptional service provider, we have nearly 400 employees dedicated to you.
Safety & Security
Equity Trust is a state regulated trust company. You’re in good hands.
Industry-Leading Education
Maximize your account and gain new insights with access to unparalleled, on-demand education from webinars, case studies, how-to guides and live workshops.
Our track record of excellence is unmatched in the industry. Over 170,000 investors rely on us to custody over $25 billion in assets. (as of 12/31/2018)
Simplify investing and account management online, through our industry-leading system, myEQUITY.