$228,045
$14,400
$92,324
Based on your inputs, the analysis shows $0 in projected value with key performance metrics optimized for your scenario.
Save $26,573 through 529 tax advantages.
College costs rise faster than inflation, making early planning critical. Strategic 529 plan selection and contribution timing maximize tax benefits while ensuring adequate funding for education goals.
Consider superfunding with 5-year gift tax averaging to maximize compound growth. Unused 529 funds can be transferred to other beneficiaries or converted to Roth IRAs under new rules.
$228,045
$14,400
$92,324
Based on your inputs, the analysis shows $0 in projected value with key performance metrics optimized for your scenario.
Save $26,573 through 529 tax advantages.
College costs rise faster than inflation, making early planning critical. Strategic 529 plan selection and contribution timing maximize tax benefits while ensuring adequate funding for education goals.
Consider superfunding with 5-year gift tax averaging to maximize compound growth. Unused 529 funds can be transferred to other beneficiaries or converted to Roth IRAs under new rules.
White-label the 529 College Savings Optimizer and embed it on your site to engage visitors, demonstrate value, and generate qualified leads. Fully brandable with your colors and style.
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