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CFP Flash Cards > Education planning > Flashcards

Education planning Flashcards

1
Q

What are Stipulations of Coverdale ESA accounts?

A

-Beneficiary must be under 18 when contributions are added
-funds must be used prior to 30
-contributions are treated as gift of present interest
-qualified expenses include elementary school
-permissible investments include stocks and bonds

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2
Q

Certified Financial Planner

A

CFP
CERTIFIED FINANCIAL PLANNER

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CFP Flash Cards (13 decks)

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