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College Savings

Legg Mason, through its subsidiary Legg Mason Global Asset Allocation, LLC, manages the Scholars Choice® 529 College Savings Program that provides families nationwide with a tax-advantaged way to save for the increasing cost of higher education. Our program offers flexibility and control, generous contribution limits and tax benefits that may help investors save more. The program offers an array of sound investment options to help families meet their unique education savings goals. Also, if you reside in Colorado, you may enjoy additional state tax benefits (subject to limitations and restrictions).

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Equity Fixed Income Flexible Balanced Global Lifestyle Money Market

An investor should consider the Program's investment objectives, risks, charges and expenses before investing. The program disclosure statement at www.scholars-choice.com, which contains more information, should be read carefully before investing. If an investor or an investor's beneficiary is not a Colorado taxpayer, they should consider before investing whether their home states offer 529 Plans that provide state tax and other benefits only available to state taxpayers investing in such plans.

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 taxpayer for the purpose of avoiding tax penalties. 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 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. Legg Mason Global Asset Allocation, LLC, Investment Manager. Legg Mason Investor Services, LLC is the primary distributor of interest in the Program. Legg Mason Global Asset Allocation, LLC and Legg Mason Investor Services, LLC are Legg Mason Inc affiliated companies.

This site is intended for U.S. investors only. The products and services described on this site are generally not available to non-U.S. investors.


Copyright © 2008 Legg Mason Investor Services, LLC, a Legg Mason Inc subsidiary. Member FINRASIPC