collegecounts529.comAlabama 529 College Savings Plan - CollegeCounts 529

Facebook Rss YouTube Forms FAQs Contact Login RIA Login Current Investor Login Open An Account 529 Overview Cost of College College Savings Options Starting Early Plan Benefits Tax Advantages Use of Funds Visa® Rewards Open an Account Make A Gift Investment Options Age-Based Target Individual Investment Policy Statement Risk Tolerance Questionnaire Performance Daily Performance Monthly Performance Quarterly Performance Resources Community Events Employer Resources College Savings Planner Helpful Websites Plan News, Updates and Newsletters Professionals Tax Center Educational Video Library CollegeCounts 101 News Search for: Loading... Roll over an out-of-state 529 plan to CollegeCounts Learn More Invite family and friends to CONTRIBUTE to your account Learn More About Gift-ED Contribute Now for 2024 Tax Benefits December 31 deadline Learn more Home Page firespringInt 2023-02-19T17:38:53-06:00 LEARN The benefits of saving for college with CollegeCounts. LEARN MORE PLAN How much will your child’s college education cost? PLAN TODAY OPEN an ACCOUNT Start saving for college today! GET STARTED COMMUNITY EVENTS May 14 Tue all-day Baldwin Co- Community Stops and Outreach Baldwin Co- Community Stops and Outreach May 14 all-day May 15 Wed all-day Baldwin Co- Community Stops and Outreach Baldwin Co- Community Stops and Outreach May 15 all-day May 16 Thu all-day Baldwin Co- Community Stops and Outreach Baldwin Co- Community Stops and Outreach May 16 all-day May 17 Fri all-day Baldwin Co- Community Stops and Outreach Baldwin Co- Community Stops and Outreach May 17 all-day Jul 13 Sat all-day Hello Baby- Springhill Hello Baby- Springhill Jul 13 all-day View Calendar NEWS AND UPDATES firespringInt 2022-02-28T16:16:02-06:00 Keep CollegeCounts 529 in Mind During Tax Season in Alabama firespringInt 2022-02-28T16:16:42-06:00 National 529 Campaign’s ‘Roadmap For Their Future’ Offers Grade-By-Grade Guidance firespringInt 2022-02-28T16:17:53-06:00 What Can I do if I Receive a Refund from an Eligible Educational Institution? QUICK LINKS ApprenticeshipStudent Loan Payments Roll funds into CollegeCounts. Request a speaker for your event. Working with a financial advisor? Program Disclosure Statement What Funds Can Be Used For How to Contribute How to Set Up an Account Join CollegeCounts 529 Fund Quarterly newsletter. Name First Last Email Email This field is for validation purposes and should be left unchanged. Δ LOVE YOUR 529? Tell Your Friends. The CollegeCounts 529 Fund is a qualified tuition program under Section 529 of the Internal Revenue Code that is offered by the State of Alabama, administered by the Board of Trustees of the ACES Trust Fund (the Trust” and plan issuer), marketed as the CollegeCounts 529 Fund, and Union BankTrust Company serves as Program Manager. 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 BankTrust Company, 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 Program Disclosure Statement (issuer’s official statement), which can be obtained by calling 866.529.2228 and at CollegeCounts529.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) © 2023 CollegeCounts Program Disclosure Statement Legal Privacy Policy Business Continuity Plan Contact Us Site Map Advisor Plan Facebook Rss YouTube Page load...