529 Calculators

The 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.


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.