COLLEGE CALCULATORS

Please try our wide variety of interactive financial calculators. For more information on investment options, please visit our Wealth Management page.

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How Much Should I Be Saving for College?

With college costs increasing at twice the rate of inflation, it is important to start saving early. Interest working for you now in a regular savings program is much better than having interest work against you in the future in the form of education loans.
 

What Are the Advantages of a Coverdell ESA?

Tax-deferral can have a dramatic effect on the growth of an investment. With the new Coverdell ESA (formerly known as the Education IRA) your contributions can grow tax-deferred and distributed income tax-free as long as distributions are used for qualified education expenses. These costs can include school uniforms, computers, and transportation for elementary or secondary school, public, private or religious.
 

What Are the Advantages of a 529 College Savings Plan?

Tax-deferral can have a dramatic effect on the growth of an investment. With a state-sponsored 529 College Savings Plan your contributions can grow tax-deferred (some states allow contributions to be partially or completely deductible) and distributed income tax-free as long as distributions are used for qualified education expenses such as tuition, fees, room and board at higher education institutions.
 

What Is the Value of a College Education?

It may surprise you that, on average, an individual with a bachelor's degree earns more than fifty percent more than a worker with a high school diploma. Use this calculator to see the value of a college education.
 

When Should I Begin Saving for a Child's College?

When saving for college, compound interest can be your friend. However, the longer you wait to start saving the less interest you will accumulate and the more you will have to save.