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Year End Gifting - 529

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

  • Sep-02-2020
  • Brochure
  • public
  • PUB ID: SCHX016034

Scholars Choice Product Overview Brochure

A brochure outlining the benefits of investing early in Scholars Choice 529 College Savings Program. Includes Investment Choices based on fund portfolios.

  • Aug-20-2020
  • Brochure
  • public
  • PUB ID: SCH50NBP

Quarterly Performance Summary - Scholars Choice

Detailed product information, including key portfolio and performance statistics.

  • Apr-30-2021
  • Performance Summary
  • public
  • PUB ID: SCH0062

Product Commentary - Scholars Choice 529

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

  • May-13-2021
  • Product Commentary
  • public
  • PUB ID: SCHX107134

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
  • PUB ID: SCH0055

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 .

  • Aug-21-2020
  • Brochure
  • public
  • PUB ID: SCH2018

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.

  • Aug-25-2020
  • 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.