College savings calculator and proposal generator
Use this tool to generate custom proposals and illustrations to determine your clients' college savings needs.
The calculator lets you access tuition costs for specific schools and determine if your clients’ savings are on track to meet their college funding goals. The results can be viewed on screen, printed from a summary report, or used to instantly generate a custom college savings proposal that can be shared with your clients. The reporting features can be accessed through the "Report/Proposal" tab.
Get personalized insight into how a tax-favored savings option, such as a 529 plan, can help you save for college. Input your college funding goals, examine your total projected costs and estimate the monthly amount needed to meet your objective.
Putnam 529 for America is sponsored by the State of Nevada, acting through the Trustees of the College Savings Plans of Nevada and the
Nevada College Savings Trust Fund. Anyone may invest in the plan and use the proceeds to attend school in any state. Before investing,
consider whether your state's plan or that of your beneficiary offers state tax and other benefits not available through Putnam 529 for
America. If you withdraw money for something other than qualified higher education expenses, you will owe federal income tax and may face
a 10% federal tax penalty on earnings. Consult your tax advisor.
By clicking on links to third-party sites, you will leave this Putnam Retail Management hosted property. Putnam Investments is not
responsible for the content or services offered on linked websites. Use linked websites at your own risk. Carefully review the site's
terms of service and privacy rules as they apply to you. Opinions or recommendations on any linked websites are those of independent
providers and do not imply a recommendation from Putnam Investments, which is not responsible for inaccuracies or errors.
You should carefully consider the investment objectives, risks, charges, and expenses of the plan before investing. Ask your financial
representative or call Putnam at 1-877-PUTNAM529 for an offering statement containing this and other information for Putnam 529 for America,
and read it carefully before investing.
Putnam Retail Management, principal underwriter and distributor.
Putnam Investment Management, investment manager