Calculate a plan.
Help clients create and optimize a college savings plan. It’s simple and intuitive design requires minimal user input, and unlike other planners, the college net cost is used instead of sticker price to provide a more realistic—and less overwhelming –overview of future finances and college affordability.
This interactive calculator also shows:
- the cost of borrowing for college vs. saving
- how even a small increase in regular contributions can add up over time.
Visit the College Financing Planner. (Note: You will be leaving this website)
529 QuickView®
Manage client transactions and uncover new opportunities, all in one place.
College Financing Planner
How much is enough? This calculator helps clients set college savings goals.