Dear Investor,
One of the most important things we can do for our children is to pave the way for higher education. That's why I'm so pleased to introduce a smarter way to save for education. It's the Future Scholar 529 College Savings Plan.
The Future Scholar Savings Plan is sponsored by the state of South Carolina, and if offers several ways to jump-start your college savings. With Future Scholar, you and your family can enjoy more federal and state tax benefits, including the full amount up to the maximum account balance limit deductible from your South Carolina income taxes.
Plus you'll have the satisfaction of knowing that you're investing — in one of the smartest ways possible — for your family's future. If you're looking for a way to bridge the gap between what you have now and what you'll need for college, I encourage you to learn more about all the ways Future Scholar can help.
Sincerely,
Curtis M. Loftis, Jr.
State Treasurer
State of South Carolina.
Contact Us
888.244.5674
Monday - Friday
8am - 8pm (EST)
Jenny McGill
Program Director
Office of SC State Treasurer
Telephone: 803-737-6808
Email: jenny.mcgill@sto.sc.gov
For more information on the State of South Carolina's Treasurer's Office, please visit www.treasurer.sc.gov.
For more information on Columbia Management, visit www.columbiamanagement.com
© 2013 South Carolina Office of State Treasurer
Please consider the investment objectives, risks, charges and expenses carefully before investing. Contact your financial advisor or visit columbiamanagement.com for a Program Description, which contains this and other important information about the Future Scholar 529 College Savings Plan. Read it carefully before investing. You should also consider, before investing, whether the investor’s or 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 529 plans available through Columbia Management. 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. Columbia Management is not affiliated with the State Treasurer.
Before you continue, please choose the description below that best represents you so that we can help you meet your college savings needs.
The account owner or beneficiary resides in South Carolina.
Select >The account owner is a South Carolina State Employee.
Select >The friend or family member wishes to make a gift to a future student.
Select >The account owner and beneficiary do not reside in South Carolina.
Select >The account owner participates in the plan through their employer
Select >Investment professional seeking information about the plan.
Select >SC New Parents - Give your child a head start with Future Scholar
See howCPAs - Be your client's hero. Introduce them to Future Scholar
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