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Scholars Choice State Tax Map

A guide to understanding 529 state tax deductions.

  • Feb-13-2019
  • Brochure
  • public

Year End Gifting - 529

A brochure describing how to contribute to a 529 College Savings Plan by taking advantage of Gift Tax Exclusions.

  • Dec-11-2018
  • Brochure
  • public
  • PUB ID: SCHX016034

Scholars Choice Enrollment Kit - Merrill Lynch

Contains Enrollment Brochure, New Account Application, Rollover Form, ROA Form and PDS. IMPORTANT: The New Account Application in this kit is not required if the account is being established on the Merrill Lynch omnibus platform.

  • Aug-24-2018
  • Kit
  • public
  • PUB ID: SCH0055

Scholars Choice Enrollment Kit

Provides informative strategy and performance documentation, application forms and regulatory information on the fund.

  • Aug-24-2018
  • Kit
  • public
  • PUB ID: SCH8001T

Biography- Stephen Jobe

Professional summary, including details on experience and education.

  • Jan-31-2019
  • Biography
  • public

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 Brochure

This brochure outlines the various methods to fund college such as scholarships, grants, federal work-study programs, student loans, and savings plans such as 529s. Includes metrics and application information.

  • Feb-06-2019
  • Brochure
  • public
  • PUB ID: SCHX377075

How to Pay for College Seminar Invitation

Seminar Invitation Template

  • Apr-02-2019
  • Investment Idea
  • public

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