Education Savings

The cost of attending one of America's colleges is certainly not getting any cheaper. This course will review the various options for setting money aside to help pay for this high-cost venture. Learning objectives include discussing the concepts and benefits of Coverdell ESAs, tax benefits and allowable education expenses for ESA and 529s plans, the differences between 529 college savings plans and prepaid tuition plans and understanding how UGMA and UTMA accounts have been used to fund college education.

eLearning provides you with access to convenient and effective training through an online library of courses on qualified retirement plans, Traditional and Roth IRAs, SEP and SIMPLE IRA plans, heath savings accounts, and education savings accounts. Individual courses are available through our learning management system (LMS), Ascensus University for unlimited access for 30 days.

Ascensus University is also available for year-round access or you may license our eLearning library for use by your financial organization staff within a shared directory or installed into your LMS.

For our IRA Administration subscribers, Ascensus has two IRAdirect® workshops that give general users and advanced users the foundation they need to work confidently with this software.

IRAdirect® is a registered trademark of Ascensus, LLC.