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  1. Backer Help
  2. 529 Plans
  3. Investments

Investments

  • How do I change my investment (portfolio) option?
  • Are my Backer investment gains taxed?
  • Why we recommend Age-Based Funds?
  • How many times a year can I change my investment options?
  • How will fees affect my investment? If I give you $10,000 to invest, how much will go to fees?
  • Where is my money held and who manages the investments?
  • Can I change my portfolio allocation?
  • Will my investment be FDIC-insured?
  • Can I claim any tax credits or deductions for my Backer contributions?
  • How much can be invested each year?
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Backer is the tradename of Principly, Inc., an SEC-registered investment adviser. Our internet-based investment advisory services are designed to assist clients in saving for education and are not intended to provide comprehensive tax advice or financial planning. Our services are available to U.S. residents only. Backer is the tradename of Principly, Inc., an SEC-registered investment adviser. Our internet-based investment advisory services are designed to assist clients in saving for education and are not intended to provide comprehensive tax advice or financial planning. Our services are available to U.S. residents only. Read more Show less ↑
© Backer 2022