529 Calculators

These calculators are provided by one or more third party service providers. Information provided by third parties is deemed to be reliable but may be derived using methodologies or techniques that are proprietary or specific to the third-party source.

By clicking the links below, you will be directed to a website that is unaffiliated with Columbia Threadneedle Investments. Other than providing you access to this 3^rd party content, Columbia Threadneedle Investments has not been involved in preparation of nor guarantees the accuracy of the content supplied at the unaffiliated site and therefore takes no responsibility for that content. This content is provided solely for informational or educational use, and is not intended to provide tax, legal, or investment advice.

BY USING THIS NON-COLUMBIA THREADNEEDLE INVESTMENTS CONTENT, YOU AGREE THAT COLUMBIA THREADNEEDLE INVESTMENTS SHALL NOT BE LIABLE FOR DAMAGES ARISING FROM OR RELATED TO YOUR USE OF SUCH CONTENT.

529 Savings vs. Loans Calculator

Estimate the impact of advanced planning through monthly 529 Plan contributions versus future student loan repayment.

College Savings Projector

Generate a comprehensive personalized report which provides an analysis of future college costs and presents options for building an investment plan.

The World's Simplest College Savings Calculator

Calculate the future cost of a college education based on the estimated current cost.

529 State Tax Calculator

Determine the potential net value of a state tax deduction.

Price of Procrastination Calculator

See the potential impact of delaying a savings plan.

College Funding Calculator

Estimate what the expected cost of college will be when utilizing a combination of a 529 plan savings and student loans.

Quick SAI Calculator

Prepare an approximation of the Student Aid Index (SAI).

Side by Side Comparison Tool

Do a side by side comparison of up to two 529 plans against the Future Scholar 529 College Savings Plan (Advisor-sold).

Disclosures

The figures entered on the input page of the calculators are for hypothetical purposes only. You should enter figures that are appropriate to your individual situation. The results provided by the calculators are also intended for illustrative purposes only and accuracy is not guaranteed. Columbia Threadneedle Investments (Columbia Threadneedle) and its affiliates are not tax or legal advisers. These calculators are not intended to offer any tax, legal, financial or investment advice and does not assure the availability of or your eligibility for any specific product offered by Columbia Threadneedle, its affiliates or any other institution, nor do these calculators predict or guarantee the actual results of any investment product. The terms and conditions of products offered by institutions will differ and may affect the results of the calculators. Please consult with a qualified financial and/or tax professional to discuss your situation. On calculators that require you to select an anticipated investment return, consideration should be given to factors affecting your potential return such as investment objectives, risk tolerance, and the time horizon for the investment. Remember, past performance is no guarantee of future results.

Please consider the investment objectives, risks, charges and expenses carefully before investing. Contact your financial advisor or visit columbiathreadneedle.com for an Advisor Plan program description or visit futurescholar.com for a Direct Plan Program Description, which contains this and other important information about the Future Scholar 529 College Savings Plan. Read it carefully before investing. You should also consider, before investing, whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds and protection from creditors that are only available for investments in such state's qualified tuition program.

Columbia Management Investment Distributors, Inc., member FINRA, is the distributor and underwriter for the Future Scholar 529 College Savings Plan Financial Advisor Program. The Office of State Treasurer of South Carolina (the State Treasurer) administers the program and has selected Columbia Management Investment Advisers, LLC. (CMIA) as program manager. CMIA and its affiliates are responsible for providing certain administrative, recordkeeping and investment services, and for the marketing of the program. CMIA is not affiliated with the State Treasurer.