State Tax 529 Calculator

Select your state and adjust the assumptions below to determine how much the 529 tax benefits are worth if you invest in your state's 529 plan instead of choosing an out-of-state plan.

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Click to edit assumptions

Take the next step with the Pro 529 Evaluator

Compare specific plans and portfolios to determine whether your client is better off with an in-state or out-of-state plan.

Try the Pro 529 Evaluator

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A practical guide with tips and tools to help financial advisors incorporate college planning into their practice


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Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your portal.


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