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Coverdell Educational Savings Account (CESA)

  1. Account Details
  2. Beneficiaries
  3. Funding
  4. E-Signature
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Residents of the State of New Hampshire must have:
(1) net worth, exclusive of home, home furnishings, and automobiles of at least $250,000 or (2) net worth, exclusive of home, home furnishings, and automobiles of $125,000, and $50,000 of taxable income.

For residents of the State of Idaho:
(1) the investment amount must be for less than 10% of the investor’s net worth (exclusive of home, automobiles, and home furnishings), and (2) the investor must have either a gross income of $45,000 and a net worth of $45,000 exclusive of home, automobiles and home furnishings, or the investor must have a net worth of $150,000 exclusive of home, home furnishings and automobiles.

Fair investment returns?*

Bank of America Savings (Standard): 0.01%

Money Market: 0.87%

CapitalOne 360 Savings: 4.25%

5-year CD yield (Marcus): 4.00%

10-year treasury yield: 4.63%

Do your homework!

Diversify

Varying maturities

Individual accounts

Real estate

Equipment

Hard assets

Fixed interest rate

Easy to understand

Payments you can count on

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Asset-secured

See the asset yourself

Extra protection on your investment

Invest like the Smart Money®

U-Haul Holding Company has filed a registration statement (including a prospectus) with the U.S. Securities and Exchange Commission (SEC) for the offering to which this communication relates. Before you invest, you should read the prospectus in that registration statement and other documents the issuer has filed with the SEC for more complete information about U-Haul Holding Company and this offering. You may get these documents for free by visiting EDGAR on the SEC Web site at www.sec.gov or under the Investment Opportunities/View Full Details pages of this website.

* Effective April 29, 2024. Per bankofamerica.com, depositaccounts.com, capitalone.com, Marcus.com, and treasury.gov. Provided for comparison purposes only. Actual rates may vary. U-Haul Investors Club® is not responsible for nor does it guarantee accuracy of rates posted. U-Notes are not FDIC insured.

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