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Amplify FCU
PO Box 85300
Austin, TX 78708
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Save for your child's education with a CESA

Get a Head Start

COVERDELL EDUCATION SAVINGS ACCOUNT

Save for schooling from kindergarten to graduate school

Save for your child's education with a CESA

Get a Head Start

COVERDELL EDUCATION SAVINGS ACCOUNT

Save for schooling from kindergarten to graduate school

COVERDELL SAVINGS ACCOUNT FEATURES

  |  Earn tax-free dividends

  • Available through Amplify Wealth Management through CUSO Financial Services, L.P.1
  • Multiple investment options available, depending on how much you're investing; start with as little as $50 per month
  • Annual contributions up to $2,000 allowed per beneficiary, per year
  • Dividends earned are tax-free as long as the distributions are used for eligible educational expenses such as books, living expenses, tuition, and computers
  • Annual contributions up to your annual contribution limit can be made with automatic transfers or by request
  • Any funds not used by the beneficiary before he or she turns 30 can be transferred to another family member
  • Give us a call at 512-519-5476 to schedule your complimentary consultation with a CFS Advisor1
  • CESA Eligibility: Beneficiary must be under the age of 18 when the CESA is opened, and household income levels above $95,000 per year may be subject to additional contribution restrictions

COLLEGE PLANNING CALCULATOR



Click here for the College Planning Calculator

Click here to calculate how much you should save each month to fund a college education

FAQs

  |  We have answers

FEES

Monthly Service Fee NONE
CFS Advisor1 Consultation Fee NONE

TIPS FOR FINANCIAL SUCCESS

  |  Because your financial success is ours



How to save for a child's education

How to Save For a Child's Education

Consider these factors when devising a plan to save for your child's education.

Read another Amplify Credit Union article
Differences and similarities between 529 Plans and CESAs

How to Choose a College Savings Plan

Learn the differences between 529 Plans and Coverdell Education Savings Accounts (CESAs).

Read another Amplify Credit Union article
Tips for managing credit cards for college students

College & Credit Cards

Before your child goes off to college, here are some pointers for managing that student credit card.

Read another Amplify Credit Union article
Accummulate less college debt with these tips

Tips for Decreasing College Debt

Check out these tips for limiting the amount of college debt you and your student take on.

Read another Amplify Credit Union article

goamplify.com | wm@goamplify.com | 512-519-5476 Ph | 512-491-1076 Fx | 3600 West Parmer Lane | Austin TX 78727

1. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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