As South Carolina State Treasurer, one of my top priorities continues to be helping our children achieve success. That’s why I am proud to administer the Future Scholar 529 College Savings Plan, working in partnership with Columbia Threadneedle Investments. Future Scholar gives South Carolina’s children a path to fulfilling their college dreams.
Sponsored by the State of South Carolina and administered by the State Treasurer’s Office, Future Scholar is the smart, easy way to save for college. When South Carolina taxpayers save with the Plan, they enjoy federal and state tax benefits and low fees. What’s more, Future Scholar is recognized as an industry leader in performance. Over the years, it has consistently received high rankings from Morningstar Fund Research and Savingforcollege.com.
The value of a college education is undeniable, and we know families benefit when they have an investment vehicle to help maximize their hard-earned savings. Future Scholar offers a way to grow savings now to meet college expenses when that important time comes. I encourage you to learn more about Future Scholar. Rankings information can be found by visiting Savingforcollege.com.
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Future Scholar 529 Plan
PO Box 219812
Kansas City, MO 64121-9812
Investing involves risk including the risk of loss of principal. Please consider the investment objectives, risks, charges and expenses carefully before investing. Contact your financial advisor or visit futurescholar.com for a Direct Plan 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 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.
Tax treatment varies by state. The tax information set forth on this website is general in nature and does not constitute tax advice on the part of Columbia Management Investment Distributors, Inc., its affiliates or the South Carolina Office of State Treasurer. Please contact your tax advisor before making any tax related decisions.
The Direct Plan is sold directly by the Program and is limited to a specific group of investors, as described in the Program Description . You may also participate in the Advisor Plan, which is sold exclusively through financial advisors. The Advisor Plan offers additional investment choices, but the fees and expenses are higher. Please contact your financial advisor for additional information on the Advisor Plan.
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.