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Scholars Choice 529 Corporate Employer Sponsored Letter

A Legg Mason 529 Corporate Employer Letter, to help financial advisors prospect with firms on setting Legg Mason's 529, Scholars Choice as a Employer Sponsored 529 plan.

  • Dec-28-2018
  • Investment Idea
  • public

Update on Colorado State Tax for K-12

Update summarizing the latest information regarding withdrawals for k-12 expenses in the state of Colorado.

  • Oct-31-2018
  • Letters & Notices
  • public

Scholars Choice Best Wishes Gift Certificate

Present this "Best Wishes" gift certificate reflecting a contribution made on the recipient's behalf to a Scholars Choice Account.

  • Dec-07-2018
  • Investment Idea
  • public

How to Pay for College client seminar

Differentiates between myths and facts of financial aid and who is eligible. Explains the options of saving for college and the benefits of investing in a 529 plan.

  • Apr-02-2019
  • Presentation
  • public

Scholars Choice State Tax Map

A guide to understanding 529 state tax deductions.

  • Feb-13-2019
  • Brochure
  • public
  • PUB ID: SCHX010070

Scholars Choice Product Overview Brochure

A brochure outlining the benefits of investing early in Scholars Choice 529 College Savings Program. Includes Investment Choices based on fund portfolios.

  • Aug-23-2019
  • Brochure
  • public
  • PUB ID: SCH50NBP

Multi-Fund Guide - QS Asset Allocation Funds

A guide to the QS Legg Mason Defensive Growth Fund, QS Legg Mason Conservative Growth Fund, QS Legg Mason Moderate Growth Fund, and QS Legg Mason Growth Fund, four professionally managed funds can provide a portfolio with the appropriate mix of risk and potential reward for specific investment profiles.

  • Aug-23-2019
  • Multi-Fund Guide
  • public
  • PUB ID: QSIN117252

Scholars Choice Account Features Form

Use to add, change, or delete Recurring Contributions, Bank Information, Systematic Withdrawal Program (SWP), Dollar Cost Averaging and Systematic Rebalance to a Scholars Choice 529 Account.

  • Aug-23-2019
  • Account Maintenance Form
  • public
  • PUB ID: FOR6914

Scholars Choice Organization Resolution Form

Use only if an organization is acting as Agent for a Scholars Choice 529 Account.

  • Aug-23-2019
  • Account Maintenance Form
  • public
  • PUB ID: SCHX527738

Scholars Choice Agent Authorization/Power of Attorney Form

Use to designate an individual, corporation, or other entity as an Agent with limited or complete authority to act on a Scholars Choice 529 Account.

  • Aug-23-2019
  • Account Maintenance Form
  • public
  • PUB ID: SCHX527741

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund’s investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.