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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
Investor Guide - Scholars Choice Enrollment Brochure
A guide to the strategies and wide variety of investment options of Scholars Choice College Savings (529) accounts. Includes answers to frequently-asked questions and future college cost projections.
- Jun-28-2018
- Investor Guide
- public
- PUB ID: SCH30NBP
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
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.
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