utility-drawer__close
0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
utility-drawer__mobile-restriction Tools are currently unavailable for use on mobile. Please visit the desktop site.
fund compare tool image
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
portfolio review tool image
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Image of Municipal bond investing ladder tool
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Powered by Morning star
Confirm your location and role
location select
language select
Scholors choice-Get start today

Special Benefits

Exclusively for Colorado Families

Financial Professionals: Get started today

5 unique reasons to invest for education with Nuveen

If you’re a Colorado taxpayer, you might be able to take advantage of these features to help you save money when investing for education with the Scholars Choice Education Savings Plan®, offered nationwide by CollegeInvest.

Why choose Scholars Choice?

Distinctive experience – With Scholars Choice, you access the capabilities of two world-class financial organizations, TIAA and Nuveen. TIAA2 is a pioneer in the 529 industry that brings deep knowledge and demonstrated experience in managing every aspect of a successful 529 program. Nuveen, investment manager of TIAA, offers capabilities that span public and private markets, over five decades of leadership in responsible investing and a 120-year history of helping clients meet their financial goals.

Active/passive blend – The Plan has a dedicated team of investment professionals focused solely on managing 529 plans. The team leverages top-tier managers and highly-rated funds to take advantage of investment opportunities wherever they exist – across asset classes and market sectors. For this reason, the majority of portfolios have a smart blend of active and passive underlying funds, seeking to deliver benchmark-beating performance while maintaining competitive fees.

Uncompromising support – The Scholars Choice service team is always ready to help – whether it is with opening an account, answering questions or handling requests. In addition, you will find a wealth of resources to help achieve your education saving goals at scholars-choice.com .

Related articles
Scholars Choice Estate planning benefits of 529 plans
When looking for a way to help your clients pay for higher education, a 529 plan – like Scholars Choice – offers unique estate tax planning benefits.
Scholars Choice Accelerated gifting
Boost the potential investment earnings of your savings with the power of tax-free compounding.
Asset Allocation Dollar cost averaging: opportunity amidst uncertainty
During periods of uncertainty and increased market volatility, investors can easily lose sight of their long-term financial goals or even fall into the trap of trying to time the ups and downs of the market.

Scholars Choice is a registered service mark of CollegeInvest.

1 Contributions are deductible from Colorado income tax for Colorado taxpayers in the calendar year of the contribution up to $30,000 per tax filer/per-beneficiary ($20,000 for single filers), and subject to recapture in subsequent years in which non-qualified withdrawals are made or if funds are transferred to a non-Colorado 529 plan or ABLE account.
2 TIAA-CREF Tuition Financing, Inc. (TFI) is the education savings division of TIAA.

The Scholars Choice Education Savings Plan is offered by the State of Colorado. TIAA-CREF Tuition Financing, Inc. is the Plan Manager and Nuveen Securities, LLC is the Distributor.

The TIAA group of companies does not provide legal or tax advice. Please consult your legal or tax advisor. There are various risks associated with an investment in the Scholars Choice Education Savings Plan; principal loss is possible. The Scholars Choice Education Savings Plan’s Investment Portfolios are subject to the risks of the underlying fund(s) in which they invest and other risks, as described in the Plan Description.

Before investing, carefully consider the investment objectives, risks, charges and expenses of the Scholars Choice Education Savings Plan, including whether the investor’s or Designated Beneficiary’s home state offers any state tax or other benefits that are only available for investment in such state’s qualified tuition program. Other state benefits may include financial aid, scholarship funds, and protection from creditors. For this and other information that should be read carefully, please request a Plan Description at 888-5-SCHOLAR (888-572-4652) or visit scholars-choice.com.

Participation in the Scholars Choice Education Savings Plan does not guarantee that the account’s assets will be adequate to cover future tuition or other higher education expenses, or that contributions and the investment return on contributions, if any, will be adequate to cover future tuition and other eligible education expenses or that a Designated Beneficiary will be admitted to or permitted to continue to attend any eligible educational institution. Contributions to an Account and the investment earnings, if any, are not guaranteed or insured.

You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Global Cities REIT

You are leaving the Nuveen website.

You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.

The Nuveen website for institutional investors is available for you.

You are about to access our website for visitors outside of the United States.

Contact us
Contact us
Back to Top