Scholars Choice® College Savings Program by CollegeInvest®

 

Whether a young scholar is age six-months or 16 years, this holiday season is a wonderful opportunity to start investing in their future—and with accelerated gifting you can even make up for lost time.

 


 

TAKE A CLOSER LOOK AT 529 COLLEGE SAVINGS PLANS

 

529 College Savings Plans

Advantages of 529 Plans

Scholars Choice 529 Plan

Scholars Choice 529 Plan

  • Impressive track record
  • Low fees help you make the most of your contribution
  • Actively managed portfolios with external oversight
529 Investment Options

Wide Variety of Investment Options



THE COST OF COLLEGE CONTINUES TO CLIMB

 

In the next 18 years, the average total of tuition and fees for public (in-state) and private institutions will increase by 129%.

 

How to pay for your college


Source: ©2016 The College Board, collegeboard.com. Based on the average annual cost of attendance, adjusted for a hypothetical 5.0% rate of education inflation. Graph numbers are Now: Public (in-state) $97,061 and Private $191,090; In 18 years: Public (in-state) $222,466 and Private $437,982.

 

OUR INVESTMENT CHOICES VARY BASED ON INVESTMENT APPROACH AND DEGREE OF RISK. 


Be sure to speak with your Financial Professional on which option works best for you.

 

TOOLS

COLLEGE COST PROJECTOR
Calculate the future cost of a college education in your time frame.

529 PLAN COMPARISON
Compare the Scholars Choice 529 Plan’s features to those of other advisor-sold or direct-sold 529 plans.

All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks associated with hedge funds, alternative investments and other risks, performance and other important information. Review this information carefully before you make any investment decision.

IMPORTANT INFORMATION: An investor should consider the Program's investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement, which contains more information, should be read carefully before investing. If an investor and/or an investor's beneficiary are not Colorado taxpayers, they should consider before investing whether their home states offer 529 plans that provide state tax and other benefits benefits such as financial aid, scholarship funds, and protection from creditors that are only available to state taxpayers investing in such plans.

Investments in the Scholars Choice College Savings Program are not insured by the FDIC or any other government agency and are not deposits or other obligations of any depository institution.  Investments are not guaranteed by the State of Colorado, CollegeInvest, QS Investors, LLC, Legg Mason Investor Services, LLC, or Legg Mason, Inc., or its affiliates and are subject to risks, including loss of principal amount invested.

Legg Mason, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Tax-related statements, if any, may have been written in connection with the “promotion or marketing” of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

Scholars Choice® is a registered service mark of CollegeInvest. CollegeInvest and the CollegeInvest logo are registered trademarks.  Administered and issued by CollegeInvest, State of Colorado. QS Investors, LLC is the Investment Manager and Legg Mason Investor Services, LLC is the primary distributor of interests in the Program; together they serve as Manager of the Program.  QS Investors, LLC, ClearBridge Investments, LLC, Brandywine Global Investment Management, LLC, Western Asset Management Company, and Legg Mason Investor Services, LLC are Legg Mason, Inc. affiliates. Thornburg Investment Management, Inc. and Templeton Global Advisors Limited are not affiliated with Legg Mason, Inc.

Audited financial statements for the Scholars Choice® College Savings Program, including balance sheets, income statements, cash flow statements, and the Management's Discussion and Analysis (MDA), may be viewed at https://www.collegeinvest.org/about-us/financial-statements or a hard copy may be obtained by calling Scholars Choice at 1-888-572-4652.