Tools to help you plan.


Access four calculators designed to help you navigate your education savings and payment plans.

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College savings estimator

Provides users an estimate of how much they need to save for college by showing their target dollar amount to save for each child and how much they must save monthly to meet their goal.

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State tax deduction calculator

Provides users with their estimated net tax savings from both state and federal taxes. It also shows state specific information on beneficiaries, carry-forward provisions, and if 529 plans can be used for K-12 and/or apprenticeships.

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Student loan repayment calculator

Users can calculate their estimated loan payments and view estimated payment changes should they begin paying interest while still in school.

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Financial aid calculator

Allows the user to input data to estimate their likely Expected Family Contribution (EFC) / Student Aid Index (SAI) for the 2022-2023 school year. This also assists in completing the Free Application for Federal Student Aid (FAFSA) form.