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Calcimator

529 College Savings Calculator

Project your 529 college savings plan balance. See if you're on track to meet your college savings goal with monthly contributions and compound growth.

Inputs

$
$
%
$

Summary

Projected Savings

$70,434.21

Total Contributed$41,000.00
Investment Growth$29,434.21
Shortfall / Surplus$129,565.79
% of Goal35.2%

529 Plan Growth vs Goal

How to Use This Calculator
  1. Enter your child's current age and the age at which college starts.
  2. Input your current 529 balance and monthly contribution amount.
  3. Set the expected annual return (%) for your investment portfolio.
  4. Enter the projected total 4-year college cost.
  5. Review Projected Savings, Total Contributed, Investment Growth, and any Shortfall or Surplus.
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