CollegeCounts Advisor Benefits Learn Why CollegeCounts Advisor Can Be the Right Choice
You have endless options when it comes to saving for college. The CollegeCounts Advisor 529 plan’s diverse investment options, low costs, and quality fund families that are backed by industry expertise are just a few of the reasons why you can have confidence in saving for your loved one's future education expenses with the plan.
Smart Features for Smart Futures
In addition to the attractive tax benefits offered when you invest with CollegeCounts Advisor, you can also take advantage of other benefits that can help make saving for college easier.
Quality Investment Options
CollegeCounts Advisor presents a wide variety of investment options. Choose from three Age-Based Portfolios, six Target Portfolios, or 24 Individual Fund Portfolios—all from well-respected mutual fund families like DFA, PIMCO, Fidelity, T. Rowe Price, and more. Learn more about investment options.
Flexible Contributions
There’s no required minimum or ongoing contributions, so it’s easy to begin saving with CollegeCounts Advisor. Start your account with a one-time contribution, continue to contribute at your own pace, or establish an automatic investment plan. Explore the different ways you can contribute to your account.
Easy Gifting
Anyone can easily contribute to the gift of higher education. Parents, grandparents, and loved ones can make contributions for birthdays, graduations, holidays, and other special occasions, helping bring college savings goals within reach. Learn more about GiftED.
Choice of Colleges
Funds saved with CollegeCounts Advisor can be used at most accredited colleges, universities, trade, and graduate schools as well as certain apprenticeship programs. Most public or private postsecondary schools participating in the Department of Education’s Federal Student Aid programs qualify. Explore this searchable list of eligible institutions.
Nationwide Appeal
CollegeCounts Advisor serves investors nationwide. Families in any state can take advantage of its benefits—there’s no requirement to live in Alabama or for your loved one to attend school there.
Easy Rollovers to CollegeCounts
You can easily roll funds from an out-of-state 529 plan into your CollegeCounts Advisor 529 account. Plus, Alabama taxpayers may qualify for a state income tax deduction of up to $5,000 for individuals or $10,000 for couples filing jointly.1 Find out how to roll over your out-of-state 529 account into CollegeCounts Advisor.2
Take advantage of tax benefits.
Alabama taxpayers can claim a state income tax deduction up to $10,000Disclaimer 1 annually on contributions to a CollegeCounts Advisor 529 account.