Use the College Savings Planner to model your college
funding goals and how you plan to help meet them. Then,
click on "View Report," and print your personal College
Savings Planner report.
Calculators and related tools are provided by DST Systems, Inc., an SS&C company, a party unaffiliated with your firm's service provider, National Financial Services LLC or Fidelity Brokerage Services LLC (“Fidelity”), or your firm. Neither Fidelity nor your firm has been
involved
in the preparation or the content supplied by SS&C and does not guarantee or assume any responsibility for its content. The retirement planning, estate planning, and tax information contained herein is general in nature, is provided for informational and educational purposes
only, and
should not be considered legal or tax advice.
Fidelity is not undertaking to provide impartial investment advice, or to give advice in a fiduciary capacity, in connection with any investment or transaction described herein. Fiduciaries are solely responsible for exercising independent judgment in evaluating any
transaction(s) and
are assumed to be capable of evaluating investment risks independently, both in general and with regard to particular transactions and investment strategies. Fidelity has a financial interest in any transaction(s) that fiduciaries, and if applicable, their clients, may enter
into
involving Fidelity’s products or services. Always consult an attorney or tax professional regarding your client’s specific legal or tax situation. By using these tools you acknowledge that it is your obligation to comply with any applicable legal and regulatory requirements
when
providing the reports to your clients. You should consult with your firm’s legal or compliance personnel regarding the use of these tools and reports.
Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.