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What if education costs are less than your Coverdell IRA value?
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Default What if education costs are less than your Coverdell IRA value? - 04-04-2013, 09:49 AM

Hi Friends,

If the education IRA and 529 plan I have for my son grows in value such that all education expenses are completely covered, what happens with the remainder? If there is a penalty, what is the rate?

Best Regards
Alison Bond

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