Series 66: 5.3.2.1 Coverdell Education Savings Accounts

Taken from our Series 66 Online Guide

5.3.2.1 Coverdell Education Savings Accounts

The Coverdell Education Savings Account (CESA or Coverdell ESA) was previously known as the Education IRA. The Coverdell ESA is similar to a 529 college savings plan in that contributions are made with cash in after-tax dollars and all withdrawals can be made tax-free as long as they are used for qualified educational expenses.

Otherwise, a Coverdell has several characteristics that are different from th

+ Read More

More Series 66 Info

What are people saying?

Create an Account

Since you're reading about Series 66: 5.3.2.1 Coverdell Education Savings Accounts, you might also be interested in:

Series 24 - Third Market

Series 24 - Formal Hearings

Series 24 - 2.4.1.1. Regulation Best Interest

Series 24 - 5.9.3.1. Reporting System for Listed Securities Traded Over the Counter

Series 24 - Corporate Acquisitions

Series 50 - Chapter 1 Practice Questions

Series 79 - Communication-Related Liabilities

Series 51 - When-Issued Securities

Series 82 - Limited Liability

Series 52 - 6.2.3. After-Tax Yield

Series 52 - 7.1. The Business Cycle

Series 53 - Written Supervisory Procedures and Approval by Principal

Series 82 - Other Account Documentation

Series 6 - 4.1.2.4.3. Convertible Preferred Stock

Series 14 - 7.2.4.1.1. General Securities Principal (Series 24)

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I just passed the Series 66 exam and found that the Solomon Exam Prep materials are the way to go when preparing for this exam. The advice given from the get-go is spot on; if you think you can cram for this course, forget it. Use the materials as advised and you'll do well. The format of the practice exams closely simulate the way the questions are presented on the test itself. I had 2 prep materials, Solomon's and another and I honestly believe Solomon's was the one that helped the most.

Julio Revuelta, Wealth Management Firm, Miami, FL

I used Solomon's Online Exam Simulator as a supplement to company provided materials for the Series 7 & 66, passing with scores of 86% & 88%. The online simulator made it easy to study on the go and provided peace of mind of preparedness walking in on test day. Highly recommended.

John Watlington, Merrill Lynch, Raleigh, NC

I passed the Series 66 with an 82 after just a few weeks of serious studying, thanks to the Solomon Exam Simulator and study calendar! I would (and do) recommend Solomon Exam Prep to everyone!

Janie Richards, Kestra Financial, Austin, Texas

So, on this exam [Series 66] I used both your material and Kaplan. mainly because the bank had already paid for kaplan and I had grown accustom to your laid back writing style along with a great mp3 version of the book. Anyway, I got a fair amount of questions from both the kaplan material and your material before taking the test. I have to say that your material matched more closely to the test than I ever would have expected. I will be coming back to Solomon exam prep for ALL of my exam prep needs. :-) Thanks!

Marshall Wolfe, Hopkinsville, KY

Hi Jeremy & Karen, I just passed my 66 today! I'm so thrilled! I had an interruption of my studies a few weeks back due to some distracting issues, but I got back on track, focused hard on the book, the practice quizzes and exams, and I made it! I'm a true believer in the value of your study materials. I'd recommend your firm's materials to anyone that wants to pass the first time they take these really challenging exams. Now I've got my Series 7 and my Series 66, and I did it with the terrific support of this Exam Prep. Thank you for these great study materials.

Howard Silverberg

I sat for the Series 66 on March 16th. I got an 85. I give all kudos to Solomon. The study materials were excellent.

William Crull, Metairie, LA