Future Scholar 529 Investment Options

Future scholar 529 investment options

*Effective January 1, 2018

Asset allocation does not assure a profit or protect against loss.

Your clients should consider the investment objectives, risks, charges and expenses associated with 529 plans before investing.

Future scholar 529 investment options

Contact Columbia Threadneedle Investments for a Program Description, which provides this and other important information about the Future Scholar 529 College Savings Plan.

The Program Description should be read carefully before investing.

Future scholar 529 investment options

Your clients should also consider, before investing, whether their or the designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program.

Columbia Management Investment Distributors, Inc., member FINRA, is the distributor and underwriter for the Future Scholar 529 College Savings Plan Financial Advisor Program. The Office of State Treasurer of South Carolina (the State Treasurer) administers the Program and has selected Columbia Management Investment Advisers, LLC and Columbia Management Investment Distributors, Inc.

(Columbia Management) as Program Manager. Columbia Management and its affiliates are responsible for providing certain administrative, recordkeeping and investment services, and for the marketing of the Program.

529 College Savings Plan Explained

Columbia Management is not affiliated with the State Treasurer.

Any tax information given on this site is general in nature and does not constitute tax advice on the part of Columbia Management Investment Distributors, Inc.

or its affiliates. The information cannot be used for the purposes of avoiding penalties and taxes.

Future scholar 529 investment options

Consult with your tax advisor regarding how aspects of a 529 plan relate to your own specific circumstances.