This website is operated and maintained by Principly, Inc., an SEC-registered investment adviser using the tradename CollegeBacker. Registration does not imply any level of skill or training. CollegeBacker provides investment advice only in jurisdictions where consistent with law, and CollegeBacker does not provide brokerage services.
CollegeBacker does not provide investment advice on investments that are guaranteed by a bank or otherwise, or that are FDIC-insured.
Investing involves risks, and any account you open or send money to may lose value. Investing in 529 Plans in particular involves certain tax considerations and related risks. Past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.
Savings Calculators are hypothetical tools that demonstrate how one-time or monthly contributions, age-based asset rebalancing, and tax savings may impact the long-term value of your account, and do not take into account a portfolio’s underlying investment management fees. Calculations assume investment
performance of a representative age-based portfolio with overall compounded annual growth of 6%, capital gains tax rate of 15%, annual interest rate on savings of 0.5%, and annual increase in college costs of 5%. Your account may perform differently due to changes in recurring investments, time horizon, or return. The information provided here is for illustrative purposes only and does not represent actual or future performance of any investment option and is not intended to predict or project the investment performance of any security or index.
See CollegeBacker’s Brochure for additional information about risks. Past performance does not guarantee future results.
Special notice to non-U.S. persons
The investment advisory services referred to on this website are made available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful.