For more information about Colle


For more information about CollegeBound 529, contact your financial professional, call 877-615-4116, or download the Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. There is no personal income tax in Nevada. The plan is sold through brokers (unit classes A and C) and registered investment advisors (unit class I). COLLEGEBOUND 529 is a trademark owned by The Rhode Island General Treasurer and filed on Monday, November 9, 2020 in the Insurance & Financial Services category. What college is Invesco 529? Box 55987 Boston, MA 02205-9722 Rhode Island's CollegeBound Saver 529 program is one of the highest-rated college savings plans in the country, with a 5 out of 5 rating from SavingforCollege.com. DEPARTMENT OF ADMINISTRATION .

Type: Direct & Advisor - this 529 plan can be purchased directly through the state or with the help of a qualified financial advisor. For more information about CollegeBound Saver, call 877-517-4829, or visit www.collegeboundsaver.com to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.

It features a menu of age-based and static portfolio options utilizing Invesco, Vanguard, Schwab and BlackRock mutual funds along with a stable value option. Load All Plans. SIGNATURE YOU MUST SIGN BELOW By signing below, I hereby acknowledge that: I have received and read this form and agree to the terms and conditions of the CollegeBound 529 Program Description, which The trade-off here is that direct . We even make it convenient for friends and family to chip in anytime they want. No more sorting through stacks of paper, fumbling through files, or waiting for the latest account information to be mailed. There is an annual deduction limit . rhode island and capital cities are further evaluating the 0.25% program management fee that is charged to non-rhode island residents,in the collegebound saver plan. Contributions to the Rhode Island 529 plan of up to $500 per year by an individual, and up to $1,000 per year by married taxpayers filing jointly are deductible in computing Rhode Island taxable income, with an unlimited carry forward of excess contributions. 426 East New York Street Indianapolis, Indiana 46202 (317) 475-4500 www.capcities.com CollegeBound 529 is administered by the Rhode Island Office of the General Treasurer and the Rhode Island State Investment Commission. CollegeBound is a tax-advantaged 529 savings plan administered by the Office of the Rhode Island General Treasurer, which allows Rhode Islanders to affordably save for post-secondary education.

Contributions in excess of the annual limit can be carried forward and deducted in future years. Rhode Island Resident Accounts invested in only Class RA and/or Class RZ Units will not be assessed a Program Management Fee. Rhode Island offers an advisor-sold plan, CollegeBound 529, and a direct-sold plan, CollegeBound Saver. bound529.com , or you can call us to order any form or request assistance in completing this form at 1.877.615.4116 any business day from 8 a.m. to 8 p.m. Eastern Time. While money saved though 529 plans like . Invesco Distributors, Inc. FOR STATE OF RHODE ISLAND DUE DILIGENCE PURPOSES ONLY NOT FOR USE WITH THE PUBLIC US12785. 0.68%.

CollegeBound fund 8 Rhode Island Income Tax Deduction Rhode Island taxpayers can qualify to receive a state income tax deduction for contributions of up to $1,000 for married couples ling jointly and $500 for individual lers. Under Treasurer Magaziner's tenure, CollegeBound Saver, Rhode Island's 529 tuition savings plan, has emerged as a nationally recognized program to help families save for the cost of education. 7.31%. A 529 savings account is a flexible, tax-free way for families to save for education-related expenses. Savings in a CollegeBound . Daniele brings over 17 years of experience to College Bound, LLC. Rhode Island 529 Plan Statistics. The $9 billion retirement system works with state employees, teachers, the Municipal Employees' Retirement System (MERS), MERS police and fire, correctional officers, BHDDH nurses, state . To recognize the devastating impact COVID-19 has taken on Rhode Island, the General Treasurer's Office is launching the Frontline Heroes Fund.

the majority of collegebound saver and collegebound 529's fees are low relative to peers, making the plans attractive solutions for account owners and advisors. Fund Family: AllianceBernstein Investments, Inc. Minimums: To get started you can deposit $1,000 ($250 for Rhode Island residents). Rhode Island allows state residents to deduct annual contributions they make to any Rhode Island 529 plan from their state income taxes. The federal status of this trademark filing is REGISTERED as of Tuesday, January 25, 2022 . Employees' Retirement System of Rhode Island. Rhode Islanders can open CollegeBound accounts with as little as $1 and see their savings grow tax-free. Rhode Island Tuition Savings Program CollegeBound Saver CollegeBound 529 Prepared: January 2015 Restated: May 2016 Reviewed: May 2017 Amended: May 2018 Reviewed: October 2019 CAPITAL CITIES, L.L.C. Contributions in excess of the annual limit can be carried forward and deducted in future years. About: CollegeBound Saver is a Section 529 plan offered by the Office of Rhode Island General Treasurer. These $529 grants can help families jump-start college savings for their child." A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs. Ascensus will expand the app's availability to additional states and savers throughout 2021. Rhode Island Tuition Savings Program CollegeBound Saver CollegeBound 529 Prepared: January 2015 Last Restated: May 2016 Last Amended: September 2020 Last Reviewed: November 2021 CAPITAL CITIES, L.L.C. All Names . Plan for a successful future with automatic contributions to your CollegeBound 529 plan Learn more Start saving early When it comes to saving for an education, time is your biggest asset. Download READYSAVE 529 and enjoy it on your iPhone, iPad and iPod touch. ri-1040 instructions 2021. rhode island 529 plan. State rules and policies governing 529 plans can change at any time. Although the direct-sold version has been rated higher, it is available only to those who meet certain specific state residency requirements. Withdrawals can be made online or by downloading and mailing in the distribution request form. No image available. The Vanguard 529 College Savings Plan (NV) CollegeBound Saver (Direct-sold) (RI) Maximum annual state deduction: Not Applicable. When we got home yesterday, I noticed that the mail contained the new program description of CollegeBound Saver, Rhode Island's 529 plan. Evaluate any leftover funds. How Much Does Rhode Island's Direct CollegeBound Saver Program Cost? Professionally drafted and regularly updated online templates.

Who manages Rhode Island 529 plan? The opinions expressed are those of the author, are based on current market conditions and are . CollegeBound 529 1.877.615.4116 8 a.m. to 8 p.m. Eastern Time M-F www.collegebound529.com Regular mailing address: CollegeBound 529 P.O. In the following pages, you' ll discover why CollegeBound fund is a great vehicle for you to tackle higher education costs. The trade-off here is that direct . Fees. Start today and save for a better tomorrow. IGT GLOBAL SOLUTIONS CORPORATION. Minimum subsequent contributions are $50 and no minimum for Rhode Island . The turnaround of Rhode Island's 529 college savings program under General Treasurer Seth Magaziner was recognized this week when Morningstar awarded the state's CollegeBound Saver and CollegeBound 529 plans Silver and Bronze medals, respectively in its 2016 national ratings.

Savings can be used at accredited colleges, universities, trade, and vocational schools worldwide, as well as for registered apprenticeship programs. of administering and managing CollegeBound 529. Open a CollegeBound Saver account and give your kids a gift they'll never outgrow. is responsible for this Page.

CollegeBound 529 1.877.615.4116 8 a.m. to 8 p.m. Eastern Time M-F www.collegebound529.com Regular mailing address: You should consider the investment objectives, risks, charges and expenses of CollegeBoundfund carefully before investing. The CollegeBound Saver plan is a direct-sold plan with fees ranging from 0.04% - 0.85%. Like many other such plans, the minimum initial contribution is only $25 .

Both plans are managed by Ascensus College Savings which replaced AllianceBernstein as program manager in 2016. . 426 East New York Street Indianapolis, Indiana 46202 (317) 475-4500 www.capcities.com Between her passion for working with youth and her genuine love of seeing others achieve their personal goals, Daniele believes that student's exploration and self-discovery are essential to finding a college and career path that are a perfect fit for them. Rhode Island offers an advisor-sold plan, CollegeBound 529, and a direct-sold plan, CollegeBound Saver. CollegeBound 529 Distribution Request Form Use this form to request a full or partial Qualified or Non-Qualified Distribution from your CollegeBound 529 Account or an indirect rollover. Rhode Island Savings Plans - get access to a huge library of legal forms. T. Rowe Price College Savings Plan. Unlike its similarly named cousin, this account is what's known as a direct-sold plan, meaning that it's provided by the state directly, rather than through a financial advisor. CollegeBound is a tax-advantaged 529 savings plan administered by the Office of the Rhode Island General Treasurer, which allows Rhode Islanders to affordably save for post-secondary education. Rhode Island decided to change the management group of the 529 plan from CollegeBound Fund by AllianceBernstein to the new "Saver" by Ascensus. Effective on or about June 25, 2021, the following replaces the fourth bullet under the section entitled Total Annual Asset-Based Fee on page 17 of the Program Description: 426 East New York Street Indianapolis, Indiana 46202 (317) 475-4500 www.capcities.com The USPTO has given the COLLEGEBOUND 529 trademark a serial number of 90306402. There's no minimum to open an account and you can save in whatever way works best for you. Each investment portfolio in Rhode Island's direct 529 plan charges an annual asset-based fee that currently ranges from 0.03% to 0.35% for Rhode Island resident account holders and from 0.28% to 0.35% for out-of-state account holders. CollegeBound 529 is administered by the Rhode Island Office of the General Treasurer and the Rhode Island State Investment Commission. Office of Accounts & Control . Savings in a CollegeBound . Rhode Islanders can open CollegeBound accounts with as little as $1 and see their savings grow tax-free. What's more, as a Rhode Island taxpayer, you can qualify to receive a state income tax deduction for contributions made to CollegeBoundfund of up to $1,000 for married couples fi ling jointly and $500 for individual fi . The Invesco Stable Value Portfolio serves as the CollegeBound Program's capital preservation option. Rhode Island's CollegeBound 529 savings program is managed by Ascensus College Savings with Invesco Advisors, Inc. as investment manager. Unlike its similarly named cousin, this account is what's known as a direct-sold plan, meaning that it's provided by the state directly, rather than through a financial advisor. To learn more about CollegeBound Saver please visit www.collegeboundsaver.com or call (877) 517-4829. Rhode Island Tuition Savings Program CollegeBound Saver CollegeBound 529 Prepared: January 2015 Restated: May 2016 Reviewed: May 2017 Amended: May 2018 Reviewed: October 2019 CAPITAL CITIES, L.L.C. Rollovers from another 529 plan are not deductible. Ascensus College Savings Recordkeeping Services, LLC , the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations of CollegeBound 529

One Capitol Hill Office: (401) 222-2271 .

Easily download and print documents with US Legal Forms. Rhode Island General Treasurer Seth Magaziner today announced that Rhode Island babies born on Saturday, May 29, 2021 will receive $529 through Rhode Island's 529 savings program, CollegeBound Saver, in celebration of "529 Day." "Any day is a good day to start saving for an education, but especially on May 29, we want to celebrate these . CollegeBound 529 is administered by the Rhode Island Office of the General Treasurer and the Rhode Island State Investment . Louisville, Kentucky. Financial service. In late 2015, Treasurer Magaziner announced the conclusion of a highly competitive process to select a new manager of the CollegeBound program. Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView. The funds offered include Vanguard, Investco, and Black Rock. rhode island 529 plan tax deduction. ERSRI.org is your source for the latest information from Employees' Retirement System of Rhode Island, the state's largest public employee retirement system. Ascensus Broker Dealer Services, Inc. and its affiliates (Ascensus College Savings) have overall responsibility for the day-to-day operations including investment advisory, recordkeeping and administrative services, and . Rhode Island offers 2 plans: the CollegeBound Saver plan and the CollegeBound 529 Advisor-sold plan. Rhode Island and Capital Cities are further evaluating the 0.25% Program Management fee that is charged to non-Rhode Island residents,in the CollegeBound Saver Plan. CollegeBound Saver is Rhode Island's 529 plan that offers in-state residents some of the most affordable investment options of any 529 savings plan in the country. account set up through a financial advisor you are in CollegeBound 529. Ascensus Broker Dealer Services, Inc. serves as the Program Manager. If you have any questions concerning your type of account, call 877-517-4829. . CollegeBound Saver (529 Plan) CollegeBound Saver is a tax-advantaged savings plan that allows Rhode Islanders to save for college affordably and conveniently. You must submit . CollegeBound Saver is Rhode Island's 529 plan that offers in-state residents some of the most affordable investment options of any 529 savings plan in the country. In 2020, Treasurer Magaziner announced that CollegeBound accounts can now be used to pay for apprenticeship programs, which are .

Make the distribution payable to the beneficiary. How do I withdraw from Invesco? Rhode Island's 529 plan, dubbed CollegeBound fund, is available as both a direct-sold version as well as an advisor-sold version. Rhode Island General Treasurer Seth Magaziner announced Thursday that babies born to Rhode Island residents on May 29,2020 will receive a $529 grant into a CollegeBound Saver account. Cranston, Rhode . Rhode Island residents who open a CollegeBound Saver account can receive an annual state income tax deduction of up to $500 per individual and $1,000 per couple on funds contributed to the plan. The CollegeBound Saver program is Rhode Island's direct-sold plan open to Rhode Island residents and non-residents. It only takes $1 and about 10 minutes to open an account and start saving. The investments in CollegeBoundfund are not guaranteed by the State of Rhode Island, the Rhode Island Higher Education Assistance Authority (which established and implemented CollegeBoundfund and . Section 218 Agreements CollegeBound Saver (529 Plan) CollegeBound Saver is a tax-advantaged savings plan that allows Rhode Islanders to save for college affordably and conveniently. 6. The most straightforward of Rhode Island's 529 plans is the CollegeBound Saver plan (not to be confused with CollegeBound 529). . If a the of administering and managing CollegeBound 529. Cranston, Rhode . CollegeBound 529 Investment Option Change/Future Contribution Allocation Form .

One of the reasons non-state . CollegeBound, Rhode Island's 529 college savings program, is an easy, affordable way for Rhode Islanders to save for the future. May 28, 2020 . Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeBound 529 account. Rhode Island CollegeBound 529 is administered by the Rhode Island Office of the General Treasurer and the Rhode Island State Investment Commission. The most straightforward of Rhode Island's 529 plans is the CollegeBound Saver plan (not to be confused with CollegeBound 529).

Rhode Island Tuition Savings Program CollegeBound Saver CollegeBound 529 Prepared: January 2015 Restated: May 2016 Reviewed: May 2017 Amended: May 2018 Reviewed: October 2019 Amended: September 2020 CAPITAL CITIES, L.L.C. CollegeBound fund 8 Rhode Island Income Tax Deduction Rhode Island taxpayers can qualify to receive a state income tax deduction for contributions of up to $1,000 for married couples ling jointly and $500 for individual lers. Daniele brings over 17 years of experience to College Bound, LLC. The majority of CollegeBound Saver and CollegeBound 529's fees are low relative to peers, making the Plans attractive solutions for account owners and advisors. Category. Fees: PROVIDENCE, R.I., Dec. 14, 2020 /PRNewswire/ -- Rhode Island's 529 education savings plan today announced it is giving $250 to residents who start saving for future education expenses through the . The most recent review of Invesco CollegeBound 529 suggested the potential benefit of: Our updated research platform State of Rhode Island Office of the General Treasurer Seth Magaziner 7. Rhode Island Resident Accounts invested in only Class RA and/or Class RZ Units will not be assessed a Program Management Fee. Savings can be used at accredited colleges, universities, trade, and vocational schools worldwide, as well as for registered apprenticeship programs. (877) 517-4829. collegebound saver. READYSAVE 529 is currently available to account holders in three programs administered by Ascensus: MOST-Missouri's 529 Education Plan, Rhode Island's CollegeBound Saver plan, and Nevada's SSGA Upromise 529 plan. CollegeBound baby is an enhancement of CollegeBoundSaver, Rhode Island's 529 plan, designed to help families get an early start at saving for their child's higher education. Rhode Island 529 Plan Statistics.

The CollegeBound Saver Plan is the name of Rhode Island's 529 Plan.

CollegeBound Saver is an easy, smart way to save for college.

Between her passion for working with youth and her genuine love of seeing others achieve their personal goals, Daniele believes that student's exploration and self-discovery are essential to finding a college and career path that are a perfect fit for them. Rhode Island residents purchasing through advisors can use lower-cost classes RA and RZ. collegebound 529 program description. 426 East New York Street Indianapolis, Indiana 46202 (317) 475-4500 www.capcities.com Contributions to the Rhode Island 529 plan of up to $500 per year by an individual and up to $1,000 per year for married taxpayers filing jointly are deductible in computing Rhode Island taxable income, with an unlimited carryforward of excess contributions. Invesco Distributors, Inc. is the distributor of CollegeBound 529. (for Rhode Island Residents only) If you are already a Bernstein client and want to get started, download the application. . If a Safely access and review your clients' data. 6. STATE OF RHODE ISLAND AND PROVIDENCE PLANTATIONS . Download READYSAVE 529 to: Securely access your 529 plan account Check your account balance, transaction history, and investment allocations Add money to your balance as a one-time or recurring contribution See how your savings stack up to others in your . Move money within a CollegeBound 529 account to a different investment option (allowed twice per calendar year) or to change . . Match your 529 plan withdrawal to qualified education expenses. Fee Score 5 / 5

Members from the state of Rhode Island also participated, including Chris Civittolo, Director of 529 Savings, Grants and Scholarship Programs, the meeting and Alec Stais, Chief at Investment Officer, via phone. This plan offers a variety of investment options, including age-based portfolios that become more conservative as the child approaches college, and static investment fund options. . State of Rhode Island Office of the General Treasurer Seth Magaziner. 529 QuickView: Easy 529 account management for Financial Professionals. Invesco Distributors, Inc. is the distributor of CollegeBound 529. National CollegeBound fund Program Description. Effective on or about June 25, 2021, the following replaces the fourth bullet under the section entitled Total Annual Asset-Based Fee on page 17 of the Program Description: There are 217,895 registered schools in Rhode Island with a total value of $5,680,426,847 . Accounts can be linked to the Upromise rewards service. With a CollegeBound 529 plan, a successful educational future is within reach. Rhode Island CollegeBound fund Program Description. Both plans are managed by Ascensus College Savings which replaced AllianceBernstein as program manager in 2016. . Forms can be downloaded from our website at www.collegebound529.com, or you can call us to order any form or request assistance in completing this form at 1.877.615.4116 any business day from 8 a.m. to 8 p.m. Eastern Time. Age 0-6 High Equity. Get Started Convenience Starting January 1, 2015, children born to or adopted by Rhode Island families are eligible for a $100 CollegeBound baby Grant to be used for higher education. Account owners can also request a qualified . While it does not require Rhode Island residency, the fees are higher for non-residents.

Perf. There are 217,895 registered schools in Rhode Island with a total value of $5,680,426,847 . CollegeBound Saver.