Columbia Management is not affiliated with the State Treasurer. For more information, please visit futurescholar.com or columbiathreadneedleus.com/investment-products/529-plans/. The Advisor Plan offers additional investment choices, but the fees and expenses are higher. Effective January 1, 2018, families may withdraw up to an aggregate of $10,000 a year per beneficiary tax free to cover K-12 tuition at public, private or religious elementary or secondary schools.
“We’re proud that more families, both in South Carolina and nationwide, are relying on Future Scholar to reach their financial goals and are pleased to extend our relationship with Columbia Threadneedle Investments.”.
Complete this form if you are funding a Future Scholar 529 College Savings Plan Account with contributions from a Qualified Tuition Program account, a Coverdell education savings account, a qualified U.S. savings bond or a Uniform Gifts to Minors Act/Uniform Transfers to Minors Act (UGMA/UTMA) Custodial Account. Determine the potential net value of a state tax deduction.
State Treasurer Curtis Loftis knows how important it is to save for college. You should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program.
The new contract, which may extend for up to 10 years, takes effect on October 1, 2019. For the past 18 years, Columbia Threadneedle and its legacy firms have served as program manager for the Future Scholar 529 College Savings Plan, which now serves more than 170,000 investors and their beneficiaries nationwide, including accounts in every U.S. state.
“This contract extension underscores our ongoing commitment to providing a comprehensive solution that will help investors in South Carolina and across the nation efficiently save for future educational expenses.”, “The Future Scholar 529 Plan continues to be recognized as one of the top education savings programs in the country, with consistent performance, low fees and investor-friendly attributes,” said Curtis Loftis, State Treasurer of South Carolina.
The Columbia College 529 Portfolio, Age-Based: Moderate Track Ages 18+, Conservative Track Ages 16+, Columbia Bank Deposit 529 Portfolio, Columbia Short Term Bond 529 Portfolio, Columbia Legacy Capital Preservation 529 Portfolio have no initial sales charges for Pricing Alternative A. The ratings represent the opinion of savingforcollege.com of the overall usefulness of a state’s 529 plan based on many considerations.
Effective January 1, 2019, expenses for fees, books, supplies, and equipment required for the designated beneficiary’s participation in an apprenticeship program registered and certified with the Secretary of Labor under section 1 of the National Apprenticeship Act. Coming together as Columbia Threadneedle Investments, our existing investment teams establish a larger, better resourced group to leverage the capabilities and resources of … Future Scholar 529 Plan Extends Contract with Columbia Threadneedle Investments. May lose value. Prepare an approximation of the Expected Family Contribution (EFC). Learn more about the 529 College Savings Plan today. Get answers to your most frequently asked questions about Columbia Threadneedle Investments' 529 plans. Our highly rated 529 college savings program continues to provide numerous benefits such as tax advantages, investment options and flexibility of … Future Scholar is the smart way to grow your college savings while enjoying tax benefits and low fees.
Columbia Threadneedle Investments today announced that it has reached an agreement with the South Carolina Office of the State Treasurer to extend its current contract to provide program administration, investment management and distribution services for the state’s Future Scholar 529 … Account Owners are responsible for monitoring, and complying with, the $10,000 aggregate limit for such expenses.
Are my clients guaranteed to make money on an investment in a 529 plan? Generate a comprehensive personalized report which provides an analysis of future college costs and presents options for building an investment plan. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by, any financial institution and involve investment risks, including possible loss of principal and fluctuation in value. Includes all assets managed by entities in the Columbia and Threadneedle group of companies. Columbia Threadneedle Investments today announced that it has reached an agreement with the South Carolina Office of the State Treasurer to extend its current contract to provide program administration, investment management and distribution services for the state’s Future Scholar 529 College Savings Plan.
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