Investment Management

College Funding Planner

This personalized College Funding Planner report helps you take a closer look at how to pay for college using a tax-favored savings option, such as a 529 plan. This report takes your college funding goals into account, summarizing the total projected education costs in your time frame and estimating the monthly investments needed to meet your goals.

Child 1

Child's name
Child's current age
College name or type
College
Select College
Current annual college cost
Planned contribution
 
Monthly Yearly

Current savings balance
% of cost funded by you
Change Assumptions
 

Summary for Child 1

This hypothetical example is for illustrative purposes only
Estimated total education cost
Amount to be funded
Based on current savings you'll cover
You'll need to save
IMPORTANT: The projections or other information generated by this calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These calculations assume a hypothetical fixed average rate of return that is for illustrative purposes and is not intended to depict or predict the performance of any specific investment for any period of time. These calculations are not recommendations, for which an investment professional should be consulted. Results may vary with each use and over time. In particular, rates of return on investment are subject to changes in market conditions and you could experience negative returns. The rate of return does not take into consideration the effect of fees and expenses. If fees and expenses had been reflected, the return would be lower. The rate of inflation for college costs is also likely to vary from year to year.