WebCollegeBoundfund is a traditional 529 plan that allows you to invest money today and reap tax benefits when you withdraw it to pay for qualified education expenses. Type: Direct & Advisor – this 529 plan can be purchased directly through the state or with the help of a qualified financial advisor. Fund Family: AllianceBernstein Investments, Inc. WebRhode Island offers an advisor-sold plan, CollegeBound 529, and a direct-sold plan, CollegeBound Saver. Both plans are managed by Ascensus College Savings which replaced AllianceBernstein as program manager in 2016. The advisor-sold plan features Invesco mutual funds and ETFs, and the direct-sold plan features funds from Vanguard, …

CollegeBound Saver (529 Plan) Rhode Island Office of the General ...

Web3 DO NOT STAPLE ES_RIA_WD_012024 — Page 3 of 4 3. Amount of distribution (Choose one.) A. Full balance. Withdraw the entire amount held in all of the Investment Options in my Account, discontinue my Recurring WebCollegeBound Foundation 2601 N. Howard Street, Suite 210 Baltimore, Maryland 21218. Phone: 410-783-2905. Combined Federal Campaign 65583 peace lutheran church barracksview rd

Manage your account Invesco US

WebWhat impact does a 529 plan have on eligibility for federal financial aid? 1 An investment plan of regular investment cannot assure a profit or protect against a loss in a declining market. 2 Earnings on non-qualified distributions may be subject to federal income tax and a 10% federal penalty tax, as well as state and local income taxes. Tax ... Web529 QuickView®: Easy 529 account management for Financial Professionals. Safely access and review your clients' data. Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView. No more sorting through stacks of paper, fumbling through files, or waiting for the latest account information to be mailed. WebIf you are not redirected automatically, please click here to get to ... sdms.gov.rw result