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Direct-sold |
Advisor-sold |
Prepaid |
Advisor-sold |
Direct-sold |
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No state residency requirements. |
No state residency requirements. |
At this time, residency information has not been added for this plan. |
No state residency requirements. |
No state residency requirements. |
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Alabama Income Tax Deduction (up to $10,000)
A deduction, not to exceed $5,000 per taxpayer, is allowed as an adjustment to income on the Alabama income tax return for contributions made to the CollegeCounts 529 Fund or the PACT Program. The deduction may equal an amount up to $10,000 for married taxpayers filing a joint return where both taxpayers are making such contributions into the CollegeCounts 529 Fund or the PACT Program (closed to new investors). |
Alabama Income Tax Deduction (up to $10,000)
A deduction, not to exceed $5,000 per taxpayer, is allowed as an adjustment to income on the Alabama income tax return for contributions made to the CollegeCounts 529 Fund or the PACT Program. The deduction may equal an amount up to $10,000 for married taxpayers filing a joint return where both taxpayers are making such contributions into the CollegeCounts 529 Fund or the PACT Program (closed to new investors). |
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Alaska does not have an income tax. Your state may offer tax deductions for contributions into the John Hancock Freedom 529 Plan. |
Alaska does not have an income tax. Your state may offer tax deductions for contributions into the UA College Savings Plan. |
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Please review the Program Disclosure Statement and Account Agreement. |
Please review the Program Disclosure Statement and Account Agreement. |
Please review the Program Disclosure Statement and Account Agreement. |
Alaska does not have a state income tax; therefore, all earnings are exempt from taxes on earnings. |
Alaska does not have a state income tax; therefore, all earnings are exempt from taxes on earnings. |
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Earn 1.529% on your everyday spending!
Save even more for college with the CollegeCounts 529 Rewards Visa® Card. As the cost of a college education continues to rise, we’ve come up with a new way to help you save.
With the CollegeCounts 529 Rewards Visa® Card, you can earn 1.529% on your everyday purchases. Each quarter, once you’ve accumulated $50 or more in rewards, the funds will be automatically invested into the CollegeCounts account(s) you designate.
It’s simple to earn these rewards. Just use the CollegeCounts 529 Rewards Visa® Card for your regular spending, and 1.529% of your eligible net purchases will be invested directly into your CollegeCounts account each quarter. |
Earn 1.529% on your everyday spending!
Save even more for college with the CollegeCounts 529 Rewards Visa® Card. As the cost of a college education continues to rise, we’ve come up with a new way to help you save.
With the CollegeCounts 529 Rewards Visa® Card, you can earn 1.529% on your everyday purchases. Each quarter, once you’ve accumulated $50 or more in rewards, the funds will be automatically invested into the CollegeCounts account(s) you designate.
It’s simple to earn these rewards. Just use the CollegeCounts 529 Rewards Visa® Card for your regular spending, and 1.529% of your eligible net purchases will be invested directly into your CollegeCounts account each quarter. |
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0.3% - 0.91% |
This is an advisor-sold plan. |
This is a prepaid plan. |
This is an advisor-sold plan. |
0.31% - 0.9% |
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This is a direct-sold plan. |
0.44% - 2.41% |
This is a prepaid plan. |
0.58% - 2.32% |
This is a direct-sold plan. |
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$0 |
$0 |
$100 |
$0 |
$0 |
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- Age-based
- Blended
- Capital Preservation
- Equity
- Fixed Income
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- Age-based
- Blended
- Capital Preservation
- Equity
- Fixed Income
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Plan allows families to prepay certain higher education expenses, go to plan detail for more information. |
- Age-based
- Blended
- Capital Preservation
- Equity
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- Age-based
- Blended
- Capital Preservation
- Equity
- Fixed Income
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Minimum initial contribution: $0.00 |
Minimum initial contribution: $0.00 |
Minimum initial contribution: $0.00 |
Minimum initial contribution: $1,000.00 |
Minimum initial contribution: $50.00 |
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Minimum subsequent contribution: $0.00 |
Minimum subsequent contribution: $0.00 |
Minimum subsequent contribution: $0.00 |
Minimum subsequent contribution: $50.00 |
Minimum subsequent contribution: $50.00 |
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Maximum total contribution: $350,000.00 |
Maximum total contribution: $350,000.00 |
Maximum total contribution: $120,000.00 |
Maximum total contribution: $320,000.00 |
Maximum total contribution: $320,000.00 |
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- Multiple Investment Managers
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- Multiple Investment Managers
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- Alabama Prepaid Board
- Multiple Managers
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- American Funds
- Davis
- Franklin Templeton Investments
- Jennison Associates LLC
- John Hancock Investment Management Services
- Multiple Managers
- OppenheimerFunds Inc.
- PIMCO Advisors Distributors
- T. Rowe Price
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