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Tools & Calculators
529 Savings Calculator for Private K-12 Tuition
Calculate how much to save in a 529 to cover the maximum allowable K-12 private school tuition costs.
PROState Tax 529 Calculator
Determine how much each state's own 529 tax benefits are worth, in both gross dollars and in annualized return equivalent.
PROThe Price of Procrastination Calculator
See just how much putting off your plans to start saving for college could end up costing you.
PROFamily College Savings Road Map
Add each of your children to the report to receive a breakdown of their individual projected future costs of college and estimated savings goals, as well as a summary for your whole family.
PROSavings & Borrowing Funding Tool
How much you can expect to pay for college if you decide to use a combination of your own savings and student loans.
PRO529 Superfunding Calculator
Determine the outcome - including accumulation benefits, estate tax savings, and gift-tax consequences - of making large contributions to a 529 plan under a 5-year election.
529 Savings vs. Loans Calculator
How much less you will need to save to meet the cost of a college education if you start making monthly contributions to a 529 plan today instead of making monthly loan payments later.
PROUGMA/UTMA Conversion Calculator
Determine whether or not converting assets in your UGMA/UTMA account to a 529 plan would be beneficial in maximizing your college savings.
529 Plan Comparison Tool V2
Compare plan features head-to-head to help you find a plan that meets your needs.
Loan Calculator
This loan calculator may be used to calculate monthly loan payments, total payments, total interest paid and payment schedules for federal student loans, private student loans, parent loans, fixed-rate mortgages and other loans involving level amortization.
Loan Prepayment Calculator
This loan prepayment calculator shows you how much you can save and how much sooner you can pay off your loan by making extra payments.