Coverdell Educational Savings Accounts:
One Method for Saving for College

Recently Released!!!
Date Published: December 21, 2016
Summary PPT Deck: 50 Slides
Reference PPT Deck: 457 Slides


The purpose of this research is to provide readers with an understanding of Coverdell Educational Savings Accounts within the college savings market. This research seeks to summarize the leading managers, as well as make predictions for the market at large.

This research addresses the three historical phases of the Coverdell Educational Savings Accounts market, including: 

  • Early Phase
  • 529 College Savings Plans Introduction Phase
  • 529 College Savings Plans Maturation Phase

    This research defines distinct market segments, including:

    • --
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    This research makes numerous future predictions for the Coverdell Educational Savings Account market, including:

    • Growth in the College Savings Market, Especially 529 College Savings Plans
    • Maturation of the 529 College Savings Plans Market: Growth in National Plans, Age-Based Investment Options, ETF-Based Plans, & Direct Sold Plans
    • Emergence of 529 College Savings Plan Comparison Tools & Continuing Fee Pressure
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