College Savings Application free

Nest Egg Guru’s College Savings App inputs require less than 1 minute to enter and are divided into three sections - your savings data, your portfolio details, and the accumulation strategy you wish to illustrate. You may enter your data manually or use the slider bars, where applicable.

This Report Is Being Prepared For:

First Name

Last Name

Basic College Savings Data

Years Until Matriculation:

2 YRS 18 YRS

Enter your current college savings: $.

Enter your annual earned income: $.

$10,000 $500,000

Enter the amount you expect to contribute to college savings each year:

0% 100%

Enter the amount by which you expect to increase your contribution amount each year: %.

0% 10%

Retirement Portfolio Details

Enter your current Broad Asset Allocation (must add up to 100%)

%
%
%
The sum must add up to 100%.

Enter your current Detailed Stock Allocation (must add up to 100%)

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Enter an expected constant fixed rate of return that you may reasonably expect to earn on the “bond” portion of your nest egg: %.

0% 10%

Enter an expected constant fixed rate of return that you may reasonably expect to earn on the cash or stable value portion of your nest egg: %.

0% 10%

Enter your nest egg’s estimated annual investment expenses (expressed as a % of your total nest egg value): %.

0% 4%

College Savings Accumulation Strategy

Choose a college savings accumulation investment strategy:

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Target Stock Allocation Upon Matriculation: %

0% 100%