Joanne Dashiell, Author at CollegeWell

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Private College 529

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For Financial Advisors
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CollegeWell and Private College 529 Plan (the Plan) are established and maintained by Tuition Plan Consortium, LLC (TPC), on behalf of the Plan’s member colleges. This material is provided for general and educational purposes only, and is not intended to provide legal, tax, or investment advice, or for use to avoid penalties that may be imposed under U.S federal tax laws. Catalis Regulatory & Compliance, LLC f/k/a Intuition College Savings Solutions, LLC (Catalis) is the Plan Administrator. Participation in the Plan does not guarantee admission to any college or university. Tuition Certificates are neither insured nor guaranteed by the FDIC, TPC, any government agency, Catalis or their respective subcontractors and affiliates. However, Tuition Certificates are guaranteed by member colleges solely for tuition and mandatory fee credits. Tuition Certificates must be held for at least 36 months from the issue date before they can be redeemed to pay for tuition at a participating school. The issue date of a Tuition Certificate is the first date during a plan year (July 1-June 30) that a purchase of a Tuition Certificate is made. Please read the Disclosure Statement and Enrollment Agreement carefully, and please consider your financial objectives and risks before purchasing a Tuition Certificate. TPC, Catalis and their respective subcontractors and affiliates do not provide financial, legal or tax advice. Please contact your attorney or other advisor regarding your specific legal, investment or tax situation.

The refund value of a Tuition Certificate is calculated as your total contributions adjusted for net investment returns subject to a maximum increase of 2 percent per year or a maximum loss of 2 percent per year, (0% loss after July 1st, 2024) compounded annually. If the refunded amount is not used to pay qualified higher education expenses, the earnings portion will be subject to federal income tax and an additional 10 percent tax penalty. See Disclosure Statement for details.

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