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This Tax Holiday Weekend, Set Aside Some of Your Savings

Summer is a season of holidays, isn’t it?

We kick things off on Memorial Day Weekend, we wrap things up on Labor Day Weekend, and we take at least a day off in the middle for Independence Day. And of course, our children get a whole 2.5 months for summer adventures, whether they’re exploring the great […]

2018-07-18T15:21:15+00:00July 18th, 2018|

K-12 Tuition Expenses

The CollegeCounts 529 Fund Direct Plan Program Disclosure Statement has been updated to include the following:

  • Certain sections of the Alabama income tax statute refer to definitions in Code Section 529, as amended, including the definition of “Qualified Higher Education Expenses.”
  • For years after 2017, amendments to Code Section 529 treat withdrawals […]
2018-06-29T14:05:35+00:00June 29th, 2018|

CollegeCounts Scholarship Recipient Recounts Rebuilding Process After 2011 Tornadoes

It’s rather fitting that Hunter Whitten ended up working in the construction industry—after all, he helped rebuild his hometown years ago.

Whitten grew up in the small town of Hackleburg, AL, which has a population of less than 1,500. Outside of a handful of small business owners, most of the townspeople either travel to another city […]

2018-06-08T13:11:26+00:00June 8th, 2018|

CollegeCounts 529 is Giving Away $529 for 5/29 Day

It’s never too early to start investing in your child’s future. Even if they haven’t celebrated their first birthday yet.

And when 5/29 Day rolls around May 29th—our favorite day of the year!—we’re celebrating by helping many of you start saving.

This month, register for our 5/29 Day Giveaway and your brand new bundle of joy could […]

2018-05-07T11:20:11+00:00May 7th, 2018|

CollegeCounts 529 Awarded Morningstar Silver Rating For 2018

In 2017, CollegeCounts 529 was already the recipient of a Bronze rating from Morningstar, one of the leading sources for independent investment research.

Now there’s even better news: As of October, CollegeCounts529’s Morningstar rating has been upgraded from Bronze to Silver.

Morningstar published their latest Analyst Ratings and Reports for 62 of the country’s […]

2018-04-06T17:00:31+00:00April 6th, 2018|

Enjoy the Tax Advantages of Investing in a CollegeCounts 529 Plan

Tax season is a time of mixed emotions.

For many, there’s the added stress of doing your taxes—especially if you wait until the last minute. But for some of us, there’s a light at the end of the tunnel in the form of a tax refund.

Yes, doing your taxes can be a chore, but there’s one […]

2018-03-26T11:42:18+00:00March 26th, 2018|

CollegeCounts Scholarship Applications Are Due March 1

Regularly contributing to a CollegeCounts 529 plan is a fantastic way to help ensure that your children or grandchildren get the quality college education they deserve.

And it’s even easier when your students are earning scholarships.

We understand that, for many families, need-based scholarships are a necessity when it comes to […]

2018-02-16T16:42:56+00:00February 16th, 2018|

Save Just $25 Out of Each Paycheck to Kick-Start Your Child’s College Fund

Saving for college can feel like a daunting task, especially when January rolls around. It’s the time of the year when you’re filing your taxes for last year and balancing your budget for the upcoming year.

Yes, looking at tuition rates for even the most affordable college can make saving for college […]

2018-02-06T14:03:29+00:00January 31st, 2018|

Investment Change and 529 Tax Law Changes

Here are several important Plan updates:

  1. Removal of Vanguard Intermediate-Term Bond Index 529 Portfolio
    CollegeCounts provides ongoing monitoring and due diligence for the investment options offered in the plan. Based on that process, the Vanguard Intermediate-Term Bond Index 529 Portfolio will be removed as an Individual Fund Portfolio on February 6, 2018. Current assets invested […]
2018-01-10T13:19:51+00:00January 10th, 2018|

This New Year, Resolve to Save to Your Child’s College Education

New Year’s resolutions are great in theory, but we all know the secret—you have to make it realistic.

Yes, paying for college may seem like a daunting task, but when you start early and contribute often, it alleviates much of the pressure. Small contributions at regular intervals really add up, especially over the course of 18 […]

2017-12-07T11:49:01+00:00December 7th, 2017|