Do your homework. Trust your "guidance counselor."
There are varied ways to save, so study your options. A financial advisor is your most trusted “guidance counselor” – planning the optimal savings course for you, as well as providing a clear understanding of saving and funding vehicles.
Have no fear, the 529 is here
Learn about the unique advantages of a 529 College Savings Plan and why they’re the preferred choice for college savings:
- Tax advantages, including tax-free earnings for qualified college expenses, gifting and estate planning benefits
- Account owner control
Consistently high marks
Do you know about the proven track record of Legg Mason’s Scholars Choice 529?
Our robust college savings plan has helped families pave the path to higher education – delivering solid results quarter after quarter and year after year.
Don’t wait. Calculate.
Sidetrack sticker shock. Get a jump on determining what you’ll need. With our interactive tools, you can compare college savings vehicles, determine your goals, and prepare for smart saving at any stage.
Know your options
Once you’ve decided that the Scholars Choice Plan is right for you, take a closer look at the available investment options.
Hand in your paper
Work with a financial advisor for sound guidance.
A trusted financial advisor has the investment expertise and market perspective to help you achieve your college funding goals and provide a clear understanding of 529 plan features.
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 such as financial aid, scholarship funds, and protection from creditors that are only available to state taxpayers investing in such plans.
Blended Benchmark performance is shown for illustrative purposes only. The benchmark for each Investment Option is a hypothetical blend of unmanaged indices for the underlying asset classes corresponding to the Investment Option's target allocations within each asset class. Investors cannot invest directly in an index, and unmanaged index returns do not reflect any fees, expenses or sales charges. An Investment Option's benchmark may change over time to reflect changes in an asset class benchmark, the Investment Option's underlying funds and/or the Investment Option's target allocations to such funds. When an Investment Option's benchmark changes, the benchmark’s new composition is utilized to calculate benchmark performance for periods from and after such change. Benchmark performance for periods prior to the change is not recalculated or restated based on the benchmark’s new composition.
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 investment 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. and its affiliates.
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.