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Scholars Choice

College savings planning calculator

529 education savings tool

Use this calculator to help create a plan for saving for college

This planner takes into account the current age of your child and when they plan to start college, your savings goals, the estimated future cost of college and other important factors. Explore different scenarios and find a plan that works for you. If you have more than one child, simply hit reset, clear the data, and start a new plan. Best of all, create a personalized report that you can save and/or print!

(1) Tell us about your child

Child's first name (optional)
Child's current age
Age starting college
Years attending college

(2) Tell us about the college your child may go to

Select the type of school your child may go to: (optional)
Look Up
Include the cost of room and board or tuition and fees only?
Current annual college costs
Estimated annual inflation rate for education costs

(3) Tell us about your savings

Do you plan to save monthly or yearly?
Contribution amount for each month
Current savings balance
Hypothetical average annual rate of return
The percentage of your child's education you plan to fund
100%

(4) Tell us about your state and federal tax rates

Your state of residence (optional)
Your filing status (optional)
Your state tax rate
Your federal tax rate
What state sponsors the plan you are choosing to invest in?

  • $0

    Based on your selected school and education cost inflation rate.

  • $0

    Based on your goal to fund [%] of the total cost.

  • $0

    Great Job! You'll reach 100% of your goal at your current rate of saving.

  • $0

    Remember every bit counts. It's more important to save what you can, even if it's less than planned.

  • $0

    Based on your current rate of saving and your funding goal.

  • $0

    Earnings, if any, from your 529 account grow free from federal and state taxes.

Cost of College

Your Goal

Amount Saved

Start Saving today!

Apply For An Account Build my personalized report

Make a Contribution to
Your Existing Account.
Log In

Build your personalized report

Complete this optional form to personalize your College Savings Plan Report

Prepared for:

Full name of Planner

Prepared by:

Full name of Financial Professional
Firm name
Telephone
Email

The Scholars Choice Education Savings Plan is offered by the State of Colorado. TIAA-CREF Tuition Financing, Inc. is the Plan Manager and Nuveen Securities, LLC is the Distributor.

There are various risks associated with an investment in the Scholars Choice Education Savings Plan; principal loss is possible.

The Scholars Choice Education Savings Plan’s Investment Portfolios are subject to the risks of the underlying fund(s) in which they invest and other risks, as described in the Plan Description. To obtain a more complete description of the investment policies and risks of the underlying funds, please refer to the current prospectuses for the underlying funds.

The Target Allocation Portfolios are currently comprised of four Investment Portfolios. The Target Allocation Portfolios are designed for account owners who prefer a diversified Investment Portfolio with a fixed risk level rather than a risk level that changes as the Designated Beneficiary ages.

The Enrollment Year Investment Portfolios are intended for Account Owners who prefer an Investment Portfolio with a risk level that becomes increasingly conservative over time as the Designated Beneficiary approaches expected enrollment in an Eligible Educational Institution and/or expected year in which amounts will be withdrawn to pay for Qualified Higher Education Expenses. There are ten target Enrollment Year Investment Portfolios that invest in multiple underlying funds, each of which has a different investment strategy.

Before investing, carefully consider the investment objectives, risks, charges and expenses of the Scholars Choice Education Savings Plan, including whether the investor’s or Designated Beneficiary’s home state offers any state tax or other benefits that are only available for investment in such state’s qualified tuition program. Other state benefits may include financial aid, scholarship funds, and protection from creditors. For this and other information that should be read carefully, please read the Plan Description or request one at 888-5-SCHOLAR (888-572-4652).

Participation in the Scholars Choice Education Savings Plan does not guarantee that the account’s assets will be adequate to cover future tuition or other higher education expenses, or that contributions and the investment return on contributions, if any, will be adequate to cover future tuition and other eligible education expenses or that a Designated Beneficiary will be admitted to or permitted to continue to attend any eligible educational institution. Contributions to an Account and the investment earnings, if any, are not guaranteed or insured.



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