Professionals
The CollegeCounts 529 Fund also has resources to assist the following groups of professionals in their mission to help the families that they work with prepare and pay for college:
- Attorneys & Accountants – CollegeCounts has excellent income tax and estate tax benefits for families looking to save for college. Request materials or a presentation for your firm.
- Financial Advisors –The CollegeCounts 529 Fund Advisor Plan is a broker-sold plan for financial advisors and their clients. It’s a great option for those who want to save for college while utilizing the assistance of an investment professional.
- Guidance Counselors - CollegeCounts can provide materials and informational sessions to assist students and their families in preparing for college.
- Employers – CollegeCounts offers payroll deduction for companies that want to offer an additional employee benefit.
- Service Groups – If you’re looking for an informative and timely presentation on saving for college, our representatives will be happy to present to your group. Request a presentation.
The CollegeCounts 529 Fund is a qualified tuition program under Section 529 of the Internal Revenue Code that is sponsored 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. Accounts and investments under the CollegeCounts 529 Fund are not insured or guaranteed by the FDIC, the State of Alabama, the State Treasurer of Alabama, the Board, the Trust, the Program, Union Bank & Trust Company, or any other entity.
Before investing, you should consider the investment objectives, risks, fees, expenses, and tax consequences associated with the Program. All of this information is contained in the Program Disclosure Statement. Please read it carefully before investing.
If you or your beneficiary is not an Alabama resident, consider whether your home state or the home state of your designated beneficiary offers a qualified tuition program that provides a state tax deduction or other benefits to residents who invest in that program.