As the children you love grow, it’s critical to take the steps necessary to help them succeed as adults. That’s where saving for college comes in. Ensure the success of their future with CollegeCounts, a 529-qualified tuition program that provides flexible investment options specifically designed to help you build higher education savings.
You’ll have a lot of questions before you invest, and that’s okay. We have the answers.
What are the advantages of a CollegeCounts 529 fund?
Investing with CollegeCounts allows you to enjoy many benefits including tax-free withdrawals, school choice, and flexible contributions.
Not sure where your child’s higher education journey will lead? Funds can be used at a variety of different institutions including any college, university, vocational school, or other postsecondary educational institutions.
Once you’re ready to start withdrawals for higher education, your children can use their funds on much more than just tuition. Qualified higher education expenses include tuition, expenses for room and board, equipment and books, and more.
Why should I start saving early?
To make the most of your CollegeCounts contributions, it’s important to start as early as you can—even if you have to start small. As the days fly by, your investment will have the potential to grow right alongside your child or grandchild. By saving early, you have additional time to set dollars aside for their future college costs.
Enter for a chance to win a $100 contribution.
Alabama residents, you have a chance to win a $100 contribution to your child’s CollegeCounts account. Register at your local Babypalooza Baby Expo and speak with a CollegeCounts representative to learn more about investing while your little ones are still little.
What is the best way to contribute to a CollegeCounts 529 plan?
With CollegeCounts, there’s no minimum or regular contribution required, so you can invest the amount that meets your budget and savings goals. Contribute at any time or set up an Automatic Investment Plan for an easy and convenient way to make regular electronic contributions directly from your bank account. Family members and friends can also make gifts to your beneficiary for birthdays, holidays, or other special occasions.
How are my contributions invested?
CollegeCounts offers a number of investment options from quality mutual funds families like Vanguard, T. Rowe Price, DFA, Fidelity, PIMCO, and more. Learn more about our investment options to find a strategy that makes the most sense for your family. Take our Risk Tolerance Questionnaire and talk to your financial professional for more information.
How do I start?
Once you’re ready, getting started is easy. It takes about 15 minutes, and all you’ll need is basic information about you and your children. The quickest way to open an account is online at CollegeCounts529.com. Once your account is set up, it’s easy to review and manage the account through our secure online access.