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CollegeBound Saver is committed to helping you save for education.

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If not, check out our Common Questions page to learn everything you ever wanted to know about our 529 plan.

1Earnings 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 and other benefits are contingent on meeting other requirements and certain distributions are subject to federal, state, and local taxes.

2Section 529 defines a family member as: a son, daughter, stepson or stepdaughter, or a descendant of any such person; a brother, sister, stepbrother, or stepsister; the father or mother, or an ancestor of either; a stepfather or stepmother; a son or daughter of a brother or sister; a brother or sister of the father or mother; a son-in-law, daughter-in-law, father-in-law, mother-in-law, brother-in-law, or sister-in-law; the spouse of the beneficiary or the spouse of any individual described above; or a first cousin of the beneficiary. Gift or generation-skipping transfer taxes may apply. Please consult with your tax advisor for further information.

3An investment plan of regular investment cannot assure a profit or protect against a loss in a declining market.

4In the event the donor does not survive the five-year period, a pro-rated amount will revert to the donor's taxable estate.

Ugift® is a registered service mark of Ascensus Broker Dealer Services, LLC.

1 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.
2 In the event you do not survive the five-year period, a pro-rated amount will revert back to your taxable estate.

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Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 college savings plan(s), or any other 529 plan, to learn more about those plans’ features, benefits, and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

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.

CollegeBound Saver is administered by the office of the Rhode Island General Treasurer and the Rhode Island State Investment Commission. Ascensus College Savings Recordkeeping Services, LLC (“ACSR”), the Program Manager, and its affiliates have overall responsibility for the day-to-day operations including recordkeeping and administrative services. Invesco Advisers, Inc. serves as the Investment Manager. Ascensus Broker Dealer Services, LLC ("ABD") markets CollegeBound Saver.

CollegeBound Saver’s Portfolios invest in: (i) exchange-traded funds, (ii) mutual funds and (iii) separate accounts. Investments in CollegeBound Saver are municipal securities that will vary with market conditions. Investments are not guaranteed or insured by the State of Rhode Island, the office of the General Treasurer of Rhode Island, the Rhode Island State Investment Commission, the Federal Deposit Insurance Corporation (FDIC) or any instrumentality thereof.

Ugift is a registered service mark of ABD. All other marks are the exclusive property of their respective owners.

INVESTMENTS ARE NOT FDIC INSURED, MAY LOSE VALUE AND ARE NOT BANK GUARANTEED.

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  • Features
    • Convenience
    • Flexibility
    • Tax Benefits
    • Gifting
  • Investment Options
    • Portfolio Selection
    • Costs
    • Portfolio Performance
  • Resources
    • Common Questions
    • For Employers
    • CollegeBoundbaby
  • Manage Accounts
    • Forms
    • Contact Us