Planning Strategies

Planning calculators and resources

Calculators

Education Funding Planner - assess your college savings goals and strategies for each child by projecting college costs when they reach college age and determining additional savings needed.

UGMA/UTMA Conversion Calculator - investigate if you will gain a financial advantage by using existing UGMA/UTMA assets intended for a college education to fund a 529 plan or begin a new 529 plan.

Texas Tuition Planning Calculator - determine how much you want to allocate to the prepaid tuition plan.

More Planning Resources

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