Education Funding Planner

Email Address (optional) to receive a copy of this analysis as a PDF attachment:

Child #1 Child #2 Child #3 Child #4
First Name
   M F    M F    M F    M F
Current Age years years years years
College Start Age
Years of College
Estimate the cost of one year of college in today's dollars, or use the look-up buttons below.
Annual Cost
College Name        
Tuition & Fees        
Room & Board        
Complete the form with information about college savings.
Amount Saved
  Enter the current balance of each child's college savings above.
Planned Savings /month /month /month /month
  Enter monthly amounts you are committed to saving, or leave blank.
Rate of Return % Guidelines for estimating after-tax ROR on college savings.


If you like to personalize your report, please enter the information below:

Client

Financial Advisor

Full Name Full Name
  Company
  Address 1
  Address 2
  City
  State  Zip  
  Phone #
  Email

      

 

The above calculator is powered and maintained by DST Systems, Inc. OppenheimerFunds Inc. is not responsible for the operation of DST Systems, Inc, as the content is solely maintained by them.

IMPORTANT: The projections or other information generated by this calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These calculations assume a hypothetical fixed average rate of return that is for illustrative purposes and is not intended to depict or predict the performance of any specific investment for any period of time. The calculation does not account for changes in capital value or potential tax obligations. These calculations are not recommendations, for which an investment professional should be consulted. Results may vary with each use and over time.

Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.

Before investing in any of the Oppenheimer funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. Fund prospectuses contain this and other information about the funds. You may download and view a prospectus now, or to obtain one, ask your financial advisor or call OppenheimerFunds Distributor, Inc. at 1.800.525.7048. Read prospectuses carefully before investing.

529 plans managed by OppenheimerFunds, Inc are distributed by OppenheimerFunds
Distributor, Inc., Member NASD, SIPC
Two World Financial Center, 225 Liberty Street, New York, NY 10281-1008
© 2019 OppenheimerFunds Distributor, Inc. All rights reserved.

© 2019 by DST Systems, Inc.