AARP Financial

Planning for college


Phone: 1.866.218.6142
Website: AARP Funds

Coverdell Savings Account

Helping you save for a child's education


A Coverdell Savings Account (formerly known as an education IRA) is an education savings plan set up and managed by a parent, family member or guardian for the benefit of a child. Investments can grow tax-deferred until distributed, and the child will not owe tax on withdrawals used for primary, secondary and/or higher education expenses.

You can open a Coverdell Savings Account with AARP Funds, which may provide you with a complete mid- to long-term investment solution for your college savings needs. AARP Funds are available with conservative, moderate and aggressive investment objectives to help meet your needs at every stage of college planning. Learn more by visiting the AARP Funds website.


The mutual funds described on the AARP Funds web site are sold only to U.S. residents.

Past performance is no guarantee of future results. Investing in mutual funds involves risk, including possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, fees, charges and expenses before investing any money. The prospectus contains this and other important information about the Funds. Please read the prospectus carefully before investing.

AARP Financial Incorporated is the investment adviser and administrator for AARP Funds and underlying portfolios. AARP Financial Incorporated is a wholly owned subsidiary of AARP Services, Inc., which is a wholly owned subsidiary of AARP.

ALPS Distributors, Inc. is AARP Funds' distributor.