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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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