How to Move Your Coverdell ESA Into a 529 Plan Without Tax or Penalty - The 529 Booklet: Volume 1 - E-book - ePub

This power packed eBooklet provides parents, grandparents, with simplified Step-by-Step instructions on How to Move their Coverdell Education Savings Account into a 529 College Savings Plan Without Tax or Penalty.  What you don't know can cost you.  This little booklet will Teach You the What, the Why, When, the How and the Who concerning the movement of your Coverdell out, and into a 529 College Savings Plan.
You learn what you need to do and work with whomever you wish.  This booklet will empower you to proceed with confidence and successfully transfer your little Coverdell out and into the 529 Plan of your choice, without Tax or Penalty. 12 Things You Will Learn from "How to Move Your Coverdell ESA Into a 529 Without Tax or Penalty": The Skinny on Coverdell ESAs and 529 Plans WHO can establish a Coverdell ESA or 529 Plan? The Coverdell Statement and HOW it determines everything! WHAT must be do BEFORE moving the Coverdell ESA HOW by maintaining this one thing, it will give you peace of mind WHAT options you have for the getting out, and into a new 529 Plan WHY the Principal and Earnings Statement matters WHAT an "Unqualified Distribution" will cost you? WHY you should NOT be afraid of the 1099-Q when and if you receive one!  WHAT must be done AFTER Coverdell ESA funds have been distributed? WHERE to send the Necessary Paperwork so you can get timely results WHY you should always consult with your Legal, Financial, or Tax Professional before making a move, and more.   At the end of this booklet, we give our Readers the opportunity to contact us and share the additional education savings topics that matters most to them.  Claim Your Copy of "How to Move Your Coverdell ESA Into a 529 Plan Without Tax or Penalty" today!