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Scholars Choice State Tax Map

A guide to understanding 529 state tax deductions.

  • Feb-25-2020
  • Brochure
  • public
  • PUB ID: SCHX010070

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.

  • Mar-26-2020
  • Presentation
  • public

Product Commentary - Scholars Choice 529

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

  • May-04-2020
  • Product Commentary
  • public
  • PUB ID: SCHX107134

Scholars Choice Program Disclosure Statement and Participation Agreement

Scholars Choice College Savings Program program disclosure statement and participation agreement.

  • Aug-23-2019
  • Prospectus
  • public
  • PUB ID: SCHX01137

Scholars Choice Enrollment Kit

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

  • Aug-23-2019
  • Kit
  • public
  • PUB ID: SCH8001T

Education Savings Vehicle Comparison Chart

A brochure that compares different education savings vehicles .

  • Apr-15-2020
  • Brochure
  • public
  • PUB ID: SCH2018

Advisor Guide - Scholars Choice

Advisor guide to Legg Mason's Scholars Choice 529 College Savings Plan with a breakdown of strategies, fees and expenses.

  • Jun-01-2020
  • Investment Idea
  • advisor
  • PUB ID: SCH5005

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-23-2019
  • Kit
  • public

Quarterly Performance Summary - Scholars Choice

Detailed product information, including key portfolio and performance statistics.

  • May-28-2020
  • Performance Summary
  • public
  • PUB ID: SCH0062

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.

  • Apr-02-2020
  • 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.

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.