Education IRA – Individuals with adjusted gross income (AGI) below $110,000 if single and $220,000 for joint filers can open an Education IRA to save for  a child’s postsecondary education. Annual after-tax contributions are limited to a total of  $2,000 per child under age 18.  

Earnings accumulate tax-free provided the distributions are used for the intended purpose. 

Our Self-Directed Education IRAs provide you the freedom-of-choice in selecting investments for your account. These include, but are not limited to Investment Real Estate, Limited Partnerships, LLCs, Private Stock as well as the full spectrum of marketable securities. 

If you would like more information on our Self-Directed Education IRA services, please complete the request form below.
 
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New Education IRA Account Package ( # of packages )

Additional Information:

Qualified Retirement Plan
Personal Trust
Estate Planning
Record Keeping
Custodial Services

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