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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

Education Savings Vehicle Comparison Chart

A brochure that compares different education savings vehicles .

  • Dec-05-2018
  • Brochure
  • public
  • PUB ID: SCH2018

Product Commentary - Scholars Choice 529

Investment manager commentary that features an overview of performance, activity and perspective on the market environment.

  • Jan-30-2019
  • Product Commentary
  • public
  • PUB ID: SCHX107134

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

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 New Account Application

Scholars Choice New Account Application.

  • Aug-14-2018
  • New Account Application
  • public
  • PUB ID: FOR5926

Corporate Authorization Agreement - Scholars Choice

Scholars Choice Corporate Authorization Agreement

  • Apr-03-2018
  • Account Maintenance Form
  • public
  • PUB ID: FOR6522

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.