SCHOLARS CHOICE INTERACTIVE TOOLS


Get started on planning your Education Savings with our suite of interactive tools – compare college savings vehicles, determine goals and start setting your 529 strategy for where you are, and where you want to be.

 

 

See the Difference Your
Education Savings Can Make

 

See the Difference Your Education Savings Can Make


Our calculators are an easy way to get started on crunching the numbers and preparing for smart saving at any stage. These tools are for educational purposes only; a Financial Advisor can help synchronize your college funding options and create a plan tailored to your personal situation.

 

529 Plan Comparison Tool

Use this tool to compare the Scholars Choice 529 Plan’s features to those of other advisor-sold or direct-sold 529 plans.

Cost of Education Projection Tool

Our convenient College Cost Projector helps you plan for tomorrow by calculating future college expenses based on today’s one-year tuition costs.

College Savings Planner

Your personalized College Savings Planner takes your individual goals into account, summarizes the total projected education costs within your time frame, and estimates the amount you should save regularly.

Cost of Waiting College Saving Calculator

What’s the advantage of saving early? Your expenses may be considerably less. Our tool helps you estimate the costs of saving now versus starting to save a few years down the line.

 

 

 

Get Started Today


Take three simple steps toward achieving your investment goals. 
Our products cover a variety of strategies for diverse investment needs.

 

STEP 1

Download our Scholars Choice New Account Application Form.

STEP 2

Review Scholars Choice Product Overview materials and investment options.

STEP 3

Provide your completed account application to your financial advisor.

 

 

All investments involve risk, including loss of principal. Past performance is no guarantee of future results.

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.