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Education Planning

529 College Savings Planner

See how much you need to save for college, project your 529 plan growth, and find out if you're on track to cover tuition, room, and board.

Child & savings information
College assumed to start at age 18
$
What you've already saved
$
How much you'll add each month
$
e.g. tax refund or bonus each year
$
e.g. gift, inheritance, or windfall today
%
Typical 529 plan: 5–8%
%
College Board historical average: 3–5% per year
Typically 4 years
🏫 Community College Loading... Tuition only · commuter
🔧 Trade School Loading... Tuition only · commuter
🏛️ Public In-State Loading...
🎓 Public Out-of-State Loading...
🏛️ Private University Loading...
✏️ Custom amount Enter below
Include room & board
Toggle off for commuter students

* Costs shown are 2026 national averages. Actual costs vary by institution.

529 plan essentials

📈 Tax advantages

529 contributions grow tax-free federally. Qualified withdrawals for education expenses are also tax-free. Many states offer additional deductions for contributions.

💰 Contribution limits

No annual limit, but contributions are subject to gift tax rules. You can front-load up to 5 years of annual gift exclusions ($18,000 × 5 = $90,000) in a single year per contributor.

🎓 Qualified expenses

Tuition, fees, room and board, books, supplies, computers, and K–12 tuition (up to $10,000/year). Eligible trade schools and community colleges also qualify. Student loan repayments up to $10,000 lifetime qualify too.

🔄 Flexibility

Unused funds can be transferred to another family member penalty-free. Starting in 2024, unused 529 funds can be rolled into a Roth IRA (up to $35,000 lifetime, subject to rules).

⚠️ Non-qualified withdrawals

Withdrawals for non-education expenses are subject to income tax plus a 10% federal penalty on the earnings portion only — not the principal contributed.

🏦 Choosing a plan

You can use any state's 529 plan regardless of where your child attends college — including community colleges and trade schools. Compare plans at savingforcollege.com. Look for low fees and strong investment options.