Add Buffalo Funds Into Your Retirement Plan
A Coverdell Education Savings Account (ESA) can help parents and students save for education expenses. Contributions to a Coverdell Account are not deductible, but amounts deposited in the account grow tax-free until distributed, and there is no tax on distributions if they are for enrollment or attendance at an eligible educational institution or qualified education expenses, such as tuition and fees, required books, supplies and equipment and qualified expenses for room and board.
Details about age restrictions, types of schools that qualify and contribution limits for the Coverdell Accounts can be found on page 15 of our Qualified Savings Options booklet, and online at www.irs.gov.
Click here to view or print an application.
Any tax or legal information provided is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.
We get to know the companies we invest in and learn how they run their business.
Top-Down & Bottom-Up
We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.
We construct our portfolios based on our own proprietary investment strategy.
Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.
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