Education Funding


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Education Funding

Coverdell Education Savings Account

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Education Funding

A college education is more important than ever. At Citadel, we would like to make it easy for every investor to save for his or her child or grandchild's education. While no investment can assure you will have sufficient funds available for educational expenses, a disciplined approach involving investing at regular intervals can help.

Investments are available in:

UGMA and Custodial accounts
Section 529 Plans
Roth IRA's

We'll attempt to make sure you save enough now to meet your educational expenses later.

Click here for more information on our Coverdell Education Savings Accounts.

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*For specific tax advice, please consult a qualified tax professional.

*Investment products and services offered through CUSO Financial Services, L.P., (CFS), an independent broker/dealer and SEC registered Investment Advisor; are not NCUA/NCUSIF insured, not Credit Union guaranteed and may lose value. Citadel is in partnership with CFS. Representatives are employed by Citadel and registered through CFS. (Member FINRA/SIPC).