Help your kids
achieve their dreams

Get $10 invested when you sign up today
 

 

Features

  • Investment options – Five investment options
    suited to your needs, including age-based
  • Taxes – Up to $2,100 of annual tax benefits and the first $1,050 in earnings are tax-free
  • Easy access – Manage your account from anywhere with our easy to use mobile app
  • Control – You control how the money is invested and spent until the child becomes an adult
  • Auto deposits – Set up automatic contributions to help their money grow

Features

  • Investment options – Five investment options
    suited to your needs, including age-based
  • Taxes – Up to $2,100 of annual tax benefits and the first $1,050 in earnings are tax-free
  • Easy access – Manage your account from anywhere with our easy to use mobile app
  • Control – You control how the money is invested and spent until the child becomes an adult
  • Auto deposits – Set up automatic contributions to help their money grow

Disclosure

College Savings Calculator is a hypothetical tool that demonstrates how monthly contributions, age-based asset rebalancing, and tax savings may impact the long-term value of your account, and do not take into account a portfolio’s underlying investment management fees. Calculations assume the private institution cost inflation is 2.8%, public out of state cost inflation is 3.9%, public in state cost inflation is 2.7%. Portfolio is assumed to have only stocks and bonds. Monthly equity returns are based on the historical data from the 10-year track record of the stock market (SPY). Monthly fixed income returns are based on the historical data from the 10-year track record of the bond market index (AGG). The current college expenses are provided by the collegeboard.org. Actual account performance may differ due to market fluctuations, changes in recurring investments, and asset allocation. The information provided here is for illustrative purposes only and does not represent actual or future performance of any investment option and is not intended to predict or project the investment performance of any security or index.