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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 2024 Alabama Tax Savings when you roll an out-of-state 529 plan to CollegeCounts LEARN HOW & WHY Home Page firespringInt 2022-07-21T13:23:20-05:00 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. 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 2018-01-10T13:12:10-06:00 Investment Change and 529 Tax Law Changes firespringInt 2017-01-09T09:58:33-06:00 Help your kid graduate college debt-free firespringInt 2016-11-09T14:07:30-06:00 What to do when the tuition bill is due 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 an investor in the Bank Savings Individual Fund Investment Option 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 FDIC, the State of Alabama, the State of Alabama Treasurer, the Board, the Trust, the Program, Union Bank & Trust Company, Northern Trust Securities, Inc., or any other entity. Investment returns are not guaranteed and you could lose money by investing in the Plan. 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) © 2024 CollegeCounts Program Disclosure Statement Find a Financial Advisor Business Continuity Plan Privacy Policy Legal Site Map Direct...