529 Plan | Columbia Threadneedle Investments US
Columbia Management Investment Distributors, Inc., member FINRA, is the distributor and underwriter for the Future Scholar 529 College Savings Plan Financial Advisor Program. The …
With college costs continuing to rise, now may be the best time to consider the Future Scholar 529 Plan (Future Scholar). As a qualified tuition savings plan under Section 529 of the Internal …
Future Scholar Product Guide With a wide range of investment options, the Future Scholar 529 Plan allows you and your financial advisor to design a program to suit your education planning …
Advisor Sold 529 Plans | List of 529 College Savings Plans
Columbia Management Investment Distributors, Inc., member FINRA, is the distributor and underwriter for the Future Scholar 529 College Savings Plan Financial Advisor Program. The …
Dec 31, 2022 · The Future Scholar 529 Plan Persons having questions concerning the Future Scholar 529 Plan (the Program), including procedures for opening an account or wishing to …
Incoming Transfer/Rollover Form If you have questions while completing this form, call Future Scholar 529 Plan toll-free at 888.244.5674, Monday through Friday, 8:00 am to 7:00 pm, …
Signature of Account Owner (and capacity, if applicable) Signature of Joint Account Owner (required for joint registration) “Columbia Management Investment Distributors, Inc., member …
Know the basics A 529 plan — named for the Section 529 of the Internal Revenue Code — is a tax-favored investment plan designed to help families save for education costs. 529 plans may …
Bottom line 529 plans have always been a powerful college savings tool and a smart vehicle for grandparents looking to take advantage of gift and estate tax benefits.
Unless otherwise indicated below, I authorize Future Scholar 529 Plan to accept telephone and online instructions from any person identifying themselves as owner of the account or owner’s …