College Savings Calculators and Planning Tools - Fidelity

Please enter a valid email address Please enter a valid email address Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: " Your email has been sent.

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Clicking a link will open a new window.

College savings calculators & tools

Trying to choose a plan? These tools and calculators can help you decide which college savings option is right for you.

Go
Not a Fidelity customer? Don't worry, use this tool to see if you are on track to meet your college savings goals.
If you're a Fidelity customer, get an estimate of future college expenses. We'll also show you how much you may need to save and help you create a plan to get there.

Choosing a 529 plan

Start by selecting your home state, and see how your state's options and tax advantages stack up against plans from other states.
Enter your expected 529 plan contribution and taxable income to calculate the tax benefits, if available, in your state.

Learn more

Access a library of courses, articles, and videos to learn more about planning and saving for college. Understand what it's like to have an account, from choosing a plan to withdrawing funds. See if you're on track to meet your college savings goals.

Ready to get started

Questions?
800-544-1914 IMPORTANT: The projections or other information generated by the Planning & Guidance Center's Retirement Analysis and College Analysis regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Your results may vary with each use and over time. 599085.7.1

Footer

Stay Connected

Important Information Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0