Planning Tool · Education Savings
Estimate how much your 529 plan could grow, project qualified expenses for college and K–12, and explore state tax deductions available to you. Updated for SECURE 2.0 and the 2025 One Big Beautiful Bill Act.
HOW TO USE THIS TOOL
Select your state of residence to see available deductions.
Enter your filing status and estimated AGI.
Set your planned annual contribution, existing balance, and beneficiary’s age.
The tool calculates projected growth, qualified expense headroom, and your estimated state tax benefit.