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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.

Add child

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Child 1

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.