HomeCalculatorsSavings Calculators
College Savings Calculators, Financial Aid Calculators, Estate Planning, 529 Plan Tax Savings, Mutual Fund Expenses
Calculators
Hope & Lifetime Tax Credit
Coverdell
Pell Grant
Mutual Fund Expenses
Tax Refund
Expected Family Contribution (EFC)
K-12 Savings Goals
College Savings Goals

 

 

 

 

Education Planning & Savings Calculators

401kid offers a toolbox of handy calculators, which allow you to run scenarios to estimate your funding needs.  The calculators provide a good starting point for education planning.  If after using these free calculators, you are interested in more in-depth and customized advice from an expert, refer to ESP Wizard.

Determines eligibility for Hope Scholarship and Lifetime Learning Credits, which are available to most college students and parents.
Determines eligibility for Coverdell ESA, a tax-advantaged K-12 and college savings vehicle.
Mutual Fund Expenses
Allows investors to calculate how much they are truly paying out to mutual fund companies based on their current or prospective portfolio.
Pell Grant
Determines eligibility for the Federal Pell, a form of need-based Financial Aid.
529 Plan State Tax Deductions Determines the value of any state tax deduction for 529 Plans that offer them.
College Savings Goals
Allows the running of various scenarios to estimate savings required to meet the target goals for college expenses.
K-12 Savings Goals
Allows the running of various scenarios to estimate savings required to meet the target goals for K-12 education expenses.
Financial Aid EFC (Expected Family Contribution)
This calculates the Expected Family Contribution (EFC) for a dependent student using the Federal Methodology (FM).