College Planning Calculators

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INTRODUCING THE COLLEGE

SAVINGS PLANNER

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The College Savings Planner: beauty and brains

• The most realistic college savings projector on the market, the Planner projects earnings using age-based glidepath returns, so your clients get a more accurate savings forecast.

• A modern, interactive design that provides an app-like experience for your users.

• Fully responsive for desktop, mobile and tablet for optimal display regardless of device.

• Back-end administrative area provides you with powerful data to understand the profile of prospective clients.

The new College Savings Planner is the most advanced tool yet for consumers planning their college savings strategy.

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Age-based glidepath projections are more realisticIn this example, a static 6% return projects $5,210, or 22%, more in savings in Year 18 than the glidepath return.

$7,500

$15,000

$22,500

$30,000

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Glidepath Return Static Return

Projected growth of a one-time $10,000 investment over 18 years: Age-based glidepath return vs. Static return

The static return is 6% per year. Age-based returns are based on the consensus benchmark returns of the average asset allocation at each age on the child’s glidepath.

$28,543

$23,333

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On-boarding screens and results pages

are all customizable

with your logo and colors

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On-boarding in the College Savings PlannerA straightforward on-boarding process gathers each user’s pertinent details, so the Planner can provide customized results.

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Summary ResultsThe summary page provides an overview of projected college costs and expected savings. Users can edit assumptions or add children at any time.

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Customized report that

includes your branding

Calls to action on all pages

can take users directly to your

online enrollment

area

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College Savings OptionsUsers can compare their options and explore projected savings in each, illustrating the advantages of 529 plans relative to other vehicles.

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Tax BenefitsThis area illustrates the tax benefits provided by 529 plans, and provides information on state tax benefits if available.

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Device-friendlyWhether on desktop, tablet or mobile, the College Savings Planner’s responsive design looks and functions great.

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Powerful data to engage prospective clientsThe College Savings Planner comes with an administrative back-end that protects user anonymity while providing data that helps you understand your target audience and market to them more effectively.

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ADDITIONAL PLANNING TOOLS

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Available modules:

A full suite of tools to guide investorsAdd modules to the College Savings Planner to aid consumers as they plan their college savings strategy.

State Tax 529 Calculator Calculate the value of 529 state tax benefits and compare the difference in in-state and out-of-state options.

Price of Procrastination See how much a delay in saving for college could cost.

529 Savings vs. Loans See how much college will cost when using loans, as compared to the cost of saving with a 529 plan.

Financial Aid Calculator Estimates a family’s Expected Family Contribution (EFC) based on current federal student aid formulas.

UGMA/UTMA 529 Conversion Calculator

Determine whether or not converting assets in an UGMA/UTMA to a 529 plan would be beneficial in maximizing college savings.

529 Superfunding Calculator Determine accumulation benefits, estate tax savings, and gift-tax consequences of making large contributions to a 529 plan under a 5-year election.

Risk Tolerance Questionnaire75% of consumers interested in 529 plans don’t know which investment option they’d choose. This tool helps them understand their tolerance for risk and the options available to them within a 529 plan.

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529 Comparison ToolLet prospective investors compare your plan to others on over 30 dimensions including investment options, fees, tax benefits and more.

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Why license calculators from Savingforcollege.com?

• Reliable: By using an age-based glide path to estimate earnings, our calculators provide more realistic savings projections.

• Sales-driving: Savingforcollege.com calculators include compelling information and calls to action to help drive new account openings.

• Budget-friendly: More affordable than competitor products; no in-house maintenance or development required.

• Turn-key: Customized with your branding and disclaimers, but hosted on Savingforcollege.com for worry-free updating and deployment.

• Tried & tested: Our tools and data are used by leading companies and 529 plans, including Columbia Threadneedle’s Future Scholar, NJ Best (Franklin Templeton), Morgan Stanley, Waddell & Reed, Charles Schwab, and Bankrate.com.

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Get started now!

Easily and cost-effectively create value for prospective investors with our tools.For price quotes and a demo of the College Savings Planner and other calculators, contact:Marie Osypianmarie@savingforcollege.com585-286-5426 x112