529 College Savings Calculator

A 529 plan lets your college savings grow completely tax-free when used for education. Plug in what you've saved, what you can add each month, and how many years you have — and watch compounding do the heavy lifting. See your projected balance, how much is your own contributions versus tax-free growth, and whether you're on track for your goal.

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529 Plan Projection

Tax-free college savings growth

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yrs
%
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Projected 529 Balance
Your Contributions
Tax-Free Growth
% of Goal Reached
Gap to Goal

Why a 529 beats a regular savings account

The magic of a 529 plan isn't the contribution — it's what happens to the growth. In an ordinary brokerage account, every dollar of gains and dividends gets nibbled by taxes along the way. Inside a 529, that growth compounds untouched, and when you pull it out for tuition, books, room and board, or even up to $10,000 of K-12 tuition, you pay zero federal tax on the earnings. Over fifteen or eighteen years, that tax-free compounding can mean tens of thousands of extra dollars in the account — money that would otherwise have leaked away to the IRS.

Time is the other half of the equation, and it's why parents who start early win so decisively. A modest $300 a month started when a child is born has nearly two decades to grow; the same amount started in high school barely has time to do anything but pile up as raw contributions. The chart below splits your projection into two parts — the money you put in versus the growth that money earned — so you can literally see compounding take over the longer your time horizon runs.

On top of the federal break, more than 30 states offer a state income-tax deduction or credit for 529 contributions, which is essentially free money for residents. The figures here are a projection based on a steady average return; real markets bounce around year to year, so treat the result as a planning target rather than a promise. If you're behind your goal, the fix is usually simple: start sooner, add a little more each month, or stretch the timeline.

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Growth Is Tax-Free

Earnings inside a 529 are never taxed when spent on qualified education — unlike a regular brokerage account.

Start Early, Win Big

The earlier you open it, the more of your final balance comes from growth instead of your own pocket.

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State Perks Too

Most states add an income-tax deduction or credit for contributions — check your home state's plan first.

FAQ

Qualified expenses include college tuition and fees, books, supplies, required equipment like a laptop, and room and board for students enrolled at least half-time. You can also use up to $10,000 per year for K-12 tuition and up to $10,000 lifetime toward student loan repayment. Spending earnings on non-qualified items triggers income tax plus a 10% penalty on the growth portion.
It depends on your investment mix. Age-based 529 portfolios start aggressive (mostly stocks) when the child is young and shift to conservative (bonds and cash) as college approaches. A long-horizon plan might reasonably assume 6%–7%, while a portfolio that's nearly all bonds in the final years might assume 3%–4%. Pick a rate that matches how your plan is actually invested, and err on the cautious side.
You have options. You can change the beneficiary to another family member, including yourself, with no penalty. Thanks to recent rules, up to $35,000 of leftover 529 funds can also be rolled into the beneficiary's Roth IRA over time, subject to conditions. Worst case, you withdraw the money and pay tax plus a 10% penalty on just the earnings — your original contributions always come back tax- and penalty-free.

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✔ Reviewed by the True Value Calc editorial team🗓 Last updated June 2026📚 Sources: Peer-reviewed formulas & official U.S. government data