Alabama offers direct and advisor sold 529 plans with state tax savings of $5,000 single / $10,000 joint beneficiary if assets are invested in the home state 529 plan, along with federal tax benefits. The plans offer a diverse mix of both static and dynamic investments.
CollegeCounts 529 Fund (Direct-Sold) is direct sold 529 plan with investments options from Vanguard, T. Rowe Price, DFA, Fidelity & PIMCO. It is currently rated bronze by Morningstar. Alabama offers state tax benefits for residents.
CollegeCounts 529 Fund (Advisor-Sold) is advisor sold 529 plan with investments options from Vanguard, T. Rowe Price, DFA, Fidelity & PIMCO. It is currently not rated by Morningstar. Alabama offers state tax benefits for residents.