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Title:CollegeCounts Advisor |
Description:Understanding 529s
Benefits for today and tomorrow.
Planning
Tools to help you succeed.
Getting Started
Next stop, account setup.
How to Roll Over Your 529
Three great benefits. Three easy steps. One simple form.
Save Automatically
Direct contributions can be made from your designated
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Skip to content Forms FAQs Contact Login Individual Investor Financial Advisor Registered Investment Advisor Overview Cost of College College Savings Options Starting Early Benefits Tax Advantages Use of Funds Getting Started Visa Rewards Give a Gift Investments Age-Based Target Individual Investment Policy Statement Performance Daily Performance Monthly Performance Quarterly Performance Resources Updates & Plan News College Savings Planner Tax Center Employer Resources Helpful Websites News Search for: Loading... How does deducting up to $5,000 or $10,000 sound? As an Alabama resident, the opportunity is yours. MAXIMIZE 2020 Alabama Tax Savings when you roll an out-of-state 529 plan to CollegeCounts LEARN HOW & WHY Home Page firespringInt 2020-05-14T11:55:06-05:00 Understanding 529s Benefits for today and tomorrow. Planning Tools to help you succeed. Getting Started Next stop, account setup. How to Roll Over Your 529 Three great benefits. Three easy steps. One simple form. Save Automatically Direct contributions can be made from your designated account. Tax Advantages Deductions are just the beginning. The Gift of Education Family and friends can contribute any time. 1.529% Rewards Visa Card Everyday spending adds up to extra savings. Time to Pay for College Funds can be applied in a variety of ways. View Your Accounts Forgot your User ID? First-time user? Updates & Plan News firespringInt 2020-06-08T10:28:49-05:00 Refunds from Eligible Educational Institutions firespringInt 2020-01-22T10:57:45-06:00 Apprenticeship & Student Loan Payments firespringInt 2018-06-29T14:05:53-05:00 K-12 Tuition Expenses firespringInt 2018-01-10T13:12:10-06:00 Investment Change and 529 Tax Law Changes firespringInt 2017-01-09T09:58:33-06:00 Help your kid graduate college debt-free Quick Links Roll funds into CollegeCounts Tax Center Find a Financial Advisor Program Disclosure Statement Financial Advisor Site The CollegeCounts 529 Fund Advisor Plan is a qualified tuition program under Section 529 of the Internal Revenue Code that is offered by the State of Alabama and administered by the Board of Trustees of the ACES Trust Fund (the “Trust” and plan issuer). Union Bank & Trust Company serves as Program Manager and Northern Trust Securities, Inc., acts as Distributor. Except for any investments made by a Participant in the Bank Savings 529 Portfolio up to the limit provided by Federal Deposit Insurance Corporation (“FDIC”) insurance, neither the principal contributed to an Account, nor earnings thereon, are guaranteed or insured by the State of Alabama, the State Treasurer of Alabama, the Board, the Trust, the Program, any other state, any agency or instrumentality thereof, Union Bank & Trust Company, Northern Trust Securities, Inc., the FDIC, or any other entity. Investment returns are not guaranteed. Account Owners in the Plan assume all investment risk, including the potential loss of principal. An investor should consider the investment objectives, risks, and charges and expenses associated with municipal fund securities before investing. This, and other important information, is contained in the fund prospectuses and the CollegeCounts 529 Fund Advisor Plan Program Disclosure Statement (issuer’s official statement), which can be obtained from a financial professional and on CollegeCounts529advisor.com and should be read carefully before investing. You can lose money by investing in a portfolio. Each of the portfolios involves investment risks, which are described in the Program Disclosure Statement . An investor should consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan. Investors should consult a tax advisor. Not FDIC Insured No Bank Guarantee May Lose Value (except the Bank Savings 529 Portfolio underlying investment) © 2020 CollegeCounts Program Disclosure Statement Find a Financial Advisor Business Continuity Plan Privacy Policy Legal Site Map Direct Plan...
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